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.

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

Sep 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Jan 10, 2022

First registration

Mar 2, 2010

Dual registered

no

Other names

KIMBERLY JEAN HARTEAU

IAPD individual key

5717928

• Occurred

  Mar 16, 2022
  Advisor changed firm

  Kimberly Perry left Horter Investment Management, Llc for Financial Gravity Family Office Services, Llc (registered 2022-11-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b57ef014-79ea-89f5-fd26-8624f7b05bb1

First observed

Mar 2, 2010

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.