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Advisor at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Austin, TX | 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 | Apr 10, 2024 | n/a | yes | LAKEWAY, TX|Austin, TX | Current employment |
| 49 FINANCIAL | Independent wealth | Jan 15, 2023 | May 8, 2024 | no | AUSTIN, TX | Previous registration |
| THRIVENT ADVISOR NETWORK, LLC | Bd affiliated wealth | Jul 29, 2021 | Dec 31, 2022 | no | Austin, TX|MINNEAPOLIS, MN | Previous registration |
| ASSETBUILDER, INC. | Independent wealth | Jan 20, 2018 | Jul 27, 2021 | no | ALLEN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 49 FINANCIAL | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | May 8, 2024 | Apr 10, 2024 | -28 | Firm change | RIA to RIA |
| THRIVENT ADVISOR NETWORK, LLC | 49 FINANCIAL | Dec 31, 2022 | Jan 15, 2023 | 15 | Bulk transfer | Ibd to RIA |
| ASSETBUILDER, INC. | THRIVENT ADVISOR NETWORK, LLC | Jul 27, 2021 | Jul 29, 2021 | 2 | Firm change | RIA to ibd |