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Advisor at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Woodstock, GA | LAKEWAY, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | Independent wealth | Feb 15, 2024 | n/a | yes | Woodstock, GA|LAKEWAY, TX | Current employment |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Sep 9, 2015 | Dec 31, 2023 | no | WOODSTOCK, GA | Previous registration |
| WOODSTOCK FINANCIAL GROUP, INC. | Former SEC adviser | Apr 15, 2010 | Sep 5, 2013 | no | WOODSTOCK, GA|WOODSTOCK, GA | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Nov 7, 2007 | Apr 25, 2008 | no | KENNESAW, GA | Previous registration |
| PEACHTREE PLANNING ADVISORS, INC. | n/a | Aug 23, 2005 | Dec 9, 2005 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | Dec 31, 2023 | Feb 15, 2024 | 46 | Firm change | Ibd to RIA |
| WOODSTOCK FINANCIAL GROUP, INC. | AVANTAX ADVISORY SERVICES | Sep 5, 2013 | Sep 9, 2015 | 734 | Firm change after gap | Other |
| 1ST GLOBAL ADVISORS INC | WOODSTOCK FINANCIAL GROUP, INC. | Apr 25, 2008 | Apr 15, 2010 | 720 | Firm change after gap | Other |
| PEACHTREE PLANNING ADVISORS, INC. | 1ST GLOBAL ADVISORS INC | Dec 9, 2005 | Nov 7, 2007 | 698 | Firm change after gap | Other |