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2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-22 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 08/2024 | Present |
| Scher Group, Pllc | Boulder | CO | 06/2005 | Present |
(1) Advanced Marketing Strategies, LLC a non-investment related company as the VP of Operations providing Management of Accounting practice, Controllership & Bookkeeping Services to clients since 12/2013. Located at 35 Antler Drive Boulder, CO 80302. Dedicating 60 hours a month, 40 hours during trading hours. (2) Scher Group, PLLC a non-investment related company as the Partner & Director of Tax & Accounting providing Tax & Accounting Services to clients since 06/2005. Located at 1650 38th Street, Suite 201W Boulder, CO 80301. Dedicating 175 hours a month 40 hours during trading hours. (3) Residential Rental Activities as a non-investment related company as the Sole Proprietor & Co-Owner providing activities related to owning and operating residential rentals since 01/2018. Located at 35 Antler Drive Boulder, CO 80302. Dedicating 5 hours a month 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-22 |
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