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RIA / WealthAdvisor14 years in industry

Kaili Erin Winters

Advisor at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

LAKEWAY, TX | Lakeway, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61414ef7-5bc6-15da-c54c-9c68ffc523ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 8, 2019 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: 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: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 6, 2018
First registration: Aug 8, 2019
Dual registered: no
IAPD individual key: 6528334

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
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC	Independent wealth	Apr 15, 2024	n/a	yes	Lakeway, TX\|LAKEWAY, TX	Current employment
49 FINANCIAL	Independent wealth	Jan 27, 2023	Apr 14, 2024	no	AUSTIN, TX	Previous registration
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC	Independent wealth	Sep 24, 2021	Jan 6, 2023	no	LAKEWAY, TX\|LAKEWAY, TX	Previous registration
FORTA FINANCIAL GROUP, INC.	Former SEC adviser	Apr 20, 2020	Oct 5, 2021	no	Austin, TX\|AUSTIN, TX\|Austin, TX	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Aug 8, 2019	May 7, 2020	no	AUSTIN, 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
49 FINANCIAL	FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC	Apr 14, 2024	Apr 15, 2024	1	Firm change	RIA to RIA
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC	49 FINANCIAL	Jan 6, 2023	Jan 27, 2023	21	Firm change	RIA to RIA
FORTA FINANCIAL GROUP, INC.	FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC	Oct 5, 2021	Sep 24, 2021	-11	Channel change	RIA to new firm
KESTRA ADVISORY SERVICES, LLC	FORTA FINANCIAL GROUP, INC.	May 7, 2020	Apr 20, 2020	-17	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
28784:316024:TX:2021-09-21	Oct 5, 2021	Sep 24, 2021	AUSTIN, TX	Firm change

Relationships

Registered with (4)

→ FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCRegistered adviserregistration: previous registration
Sep 24, 2021 to Jan 6, 2023factForm ADV
→ 49 FINANCIALRegistered adviserregistration: previous registration
Jan 27, 2023 to Apr 14, 2024factForm ADV
→ FORTA FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 20, 2020 to Oct 5, 2021factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 8, 2019 to May 7, 2020factForm ADV

Dated events

Occurred
Apr 14, 2024
Advisor changed firm
Kaili Erin Winters left 49 Financial for Financial Gravity Family Office Services, Llc (registered 2024-04-15)
Form ADVobserved 5 days ago
Occurred
Jan 6, 2023
Advisor changed firm
Kaili Erin Winters left Financial Gravity Family Office Services, Llc for 49 Financial (registered 2023-01-27)
Form ADVobserved 5 days ago