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Advisor at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
LAKEWAY, TX | Highlands Ranch, CO
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 | Mar 6, 2023 | n/a | yes | Highlands Ranch, CO|LAKEWAY, TX | Current employment |
| CWM, LLC | Bd affiliated wealth | Jul 30, 2018 | Mar 3, 2023 | no | Albuquerque, NM|OMAHA, NE | Previous registration |
| RETIREMENT EXTENDER (R) | n/a | Mar 27, 2013 | Jan 29, 2019 | no | ALBUQUERQUE, NM | Previous registration |
| RETIREMENT EXTENDER, INC. | n/a | Jul 19, 2010 | Jan 17, 2014 | no | n/a | Previous registration |
| CENTAURUS FINANCIAL, INC. | Bd affiliated wealth | Jul 21, 2003 | Dec 31, 2013 | no | ALBUQUERQUE, NM | Previous registration |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Former SEC adviser | Nov 29, 2001 | Mar 17, 2003 | no | ALBUQUERQUE, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CWM, LLC | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | Mar 3, 2023 | Mar 6, 2023 | 3 | Firm change | Ibd to RIA |
| RETIREMENT EXTENDER (R) | CWM, LLC | Jan 29, 2019 | Jul 30, 2018 | -183 | Firm change after gap | Other |
| RETIREMENT EXTENDER, INC. | RETIREMENT EXTENDER (R) | Jan 17, 2014 | Mar 27, 2013 | -296 | Firm change after gap | Other |
| CENTAURUS FINANCIAL, INC. | RETIREMENT EXTENDER, INC. | Dec 31, 2013 | Jul 19, 2010 | -1,261 | Firm change after gap | Other |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | CENTAURUS FINANCIAL, INC. | Mar 17, 2003 | Jul 21, 2003 | 126 | Firm change | Other |