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Advisor at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
LAKEWAY, TX | Leander, 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 | May 8, 2024 | n/a | yes | Leander, TX|LAKEWAY, TX | Current employment |
| 49 FINANCIAL | Independent wealth | Jan 3, 2023 | May 8, 2024 | no | AUSTIN, TX|Jacksonville, FL | Previous registration |
| THRIVENT ADVISOR NETWORK, LLC | Bd affiliated wealth | Jun 23, 2020 | Dec 31, 2022 | no | MINNEAPOLIS, MN|Austin, TX | Previous registration |
| PKS ADVISORY SERVICES, LLC | Independent wealth | Jan 16, 2020 | Jul 2, 2020 | no | ALBANY, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 3, 2019 | Nov 26, 2019 | no | AUSTIN, TX|AUSTIN, TX|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 49 FINANCIAL | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | May 8, 2024 | May 8, 2024 | 0 | Firm change | RIA to RIA |
| THRIVENT ADVISOR NETWORK, LLC | 49 FINANCIAL | Dec 31, 2022 | Jan 3, 2023 | 3 | Bulk transfer | Ibd to new firm |
| PKS ADVISORY SERVICES, LLC | THRIVENT ADVISOR NETWORK, LLC | Jul 2, 2020 | Jun 23, 2020 | -9 | Bulk transfer | RIA to RIA |
| EQUITABLE ADVISORS, LLC | PKS ADVISORY SERVICES, LLC | Nov 26, 2019 | Jan 16, 2020 | 51 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6627:125648:TX:2019-10-29 | Nov 26, 2019 | Jan 16, 2020 | AUSTIN, TX | Firm change |