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RIA / WealthAdvisor15 years in industry

WILLIAM LAVAN GRAVES

Advisor at OUTLOOK WEALTH ADVISORS, LLC

THE WOODLANDS, TX

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Search this name across graphsid dfx:ria:536dec4d-ef85-6430-6f89-64865829b8d8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 2, 2018 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OUTLOOK WEALTH ADVISORS, 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: Jan 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jul 2, 2018
First registration: Jul 2, 2018
Dual registered: no
Other names: WILLIAM LAVAN GRAVES|William LaVan Graves
IAPD individual key: 4163522

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OUTLOOK WEALTH ADVISORS, LLC	Independent wealth	Jan 11, 2024	n/a	yes	THE WOODLANDS, TX	Current employment
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Apr 22, 2021	Jan 16, 2024	no	HOUSTON, TX\|AUSTIN, TX\|HOUSTON, TX	Previous registration
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Dec 21, 2018	Apr 15, 2020	no	Austin, TX	Previous registration
GAGNI WEALTH MANAGEMENT LLC	State registered	Jul 2, 2018	Nov 27, 2018	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PARK AVENUE SECURITIES LLC	OUTLOOK WEALTH ADVISORS, LLC	Jan 16, 2024	Jan 11, 2024	-5	Firm change	Ibd to RIA
FREEDOM INVESTMENT MANAGEMENT, INC.	PARK AVENUE SECURITIES LLC	Apr 15, 2020	Apr 22, 2021	372	Firm change	RIA to ibd
GAGNI WEALTH MANAGEMENT LLC	FREEDOM INVESTMENT MANAGEMENT, INC.	Nov 27, 2018	Dec 21, 2018	24	Firm change	Other

Relationships

Registered with (4)

→ OUTLOOK WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jan 11, 2024 to presentfactForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Apr 22, 2021 to Jan 16, 2024factForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 21, 2018 to Apr 15, 2020factForm ADV
→ GAGNI WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 2, 2018 to Nov 27, 2018factForm ADV

Dated events

Occurred
Jan 16, 2024
Advisor changed firm
William Lavan Graves left Park Avenue Securities Llc for Outlook Wealth Advisors, Llc (registered 2024-01-11)
Form ADVobserved 6 days ago