This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S66

First exam

May 23, 2019

First registration

May 23, 2019

Dual registered

no

Other names

LOREN GRABAU

IAPD individual key

6984490

• Occurred

  Aug 19, 2025
  Advisor changed firm

  Loren James Grabau left Independent Financial Group, Llc for X Advisors, Llc (registered 2021-08-10)

  Form ADVobserved 5 days ago
• Occurred

  Aug 18, 2025
  Advisor changed firm

  Loren James Grabau left X Advisors, Llc for Financial Gravity Family Office Services, Llc (registered 2025-08-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:299fb0e0-00f2-6d4e-66f3-62802900d8ae

First observed

May 23, 2019

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.