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Advisor at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Warrensburg, MO | 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 | Sep 13, 2021 | n/a | yes | LAKEWAY, TX|Warrensburg, MO | Current employment |
| FORTA FINANCIAL GROUP, INC. | Former SEC adviser | Oct 1, 2020 | Oct 4, 2021 | no | Warrensburg, MO|GREENWOOD VILLAGE, CO | Previous registration |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | Independent wealth | Aug 3, 2018 | Sep 22, 2020 | no | Warrensburg, MO | Previous registration |
| ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC | Former SEC adviser | Jan 12, 2017 | Nov 10, 2017 | no | Warrensburg, MO|PETALUMA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORTA FINANCIAL GROUP, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | Oct 4, 2021 | Sep 13, 2021 | -21 | Channel change | RIA to new firm |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | FORTA FINANCIAL GROUP, INC. | Sep 22, 2020 | Oct 1, 2020 | 9 | Channel change | RIA to RIA |
| ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | Nov 10, 2017 | Aug 3, 2018 | 266 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 28784:316024:CO:2021-10-04 | Oct 4, 2021 | Sep 13, 2021 | GREENWOOD VILLAGE, CO | Firm change |