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Member · Financial Gravity Family Office Services, LLC

John D. Pollock

CRD 2802192 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Gravity Family Office Services, LLC, an SEC-registered wealth manager based in Lakeway, TX with $590 million in regulatory assets, lists John D. Pollock on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Scott C. WintersCeo/chairman of the Board, Financial Gravity Family Office Services, LLC
  • Jennifer WintersCOO, Financial Gravity Family Office Services, LLC
  • Kaili E. WintersChief Compliance Officer, Financial Gravity Family Office Services, LLC
  • Ashley BaucumChief Administrative Officer, Financial Gravity Family Office Services, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.