Ashley Baucum

Compliance Officer bij FINANCIAL GRAVITY COMPANIES, INC.

Finance

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Entiteit	Type entiteit	Industrie
FINANCIAL GRAVITY COMPANIES, INC. 10	Public Company	Investment Managers	10

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Onderneming	Sector	Gelieerde personen	Hoofdpost
Freedom Investment Management, Inc. (US) Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships.	Investment Managers	Scott Winters William Nelson Jennifer Winters Dave O’Rourke	Chief Executive Officer Founder Founder Corporate Officer/Principal
Forta Financial Group, Inc. Forta Financial Group, Inc. Investment ManagersFinance Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO.	Investment Managers	Scott Winters Jennifer Winters Edward Lyon Gary Nemer	Chairman Corporate Officer/Principal Comptroller/Controller/Auditor Director/Board Member
Financial Gravity Asset Management, Inc. Financial Gravity Asset Management, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Financial Gravity Asset Management, Inc. is a company that provides investment advice. The company is based in Austin, TX. The company was founded in 2007. The CEO is Scott Christopher Winters.	Investment Managers	Scott Winters William Nelson John Pollock	Chief Executive Officer Chief Investment Officer Chief Executive Officer
Tax Master Network LLC Tax Master Network LLC Packaged SoftwareTechnology Services Tax Master Network LLC engages in the provision of tax planning software and training services. It offers a system that generates proactive tax plans tailored to clients’ circumstances and gives business development system. The company was founded by Edward A. Lyon and Keith A. VandeStadt in May 26, 2005 and is headquartered in Cincinnati, OH.	Packaged Software	Jennifer Winters Edward Lyon	Corporate Officer/Principal Chief Executive Officer
Financial Gravity Holdings, Inc. Financial Gravity Holdings, Inc. Investment Banks/BrokersFinance Financial Gravity Holdings, Inc. provides integrated tax, business, and financial solutions. It is fully-integrated, 360-degree financial solutions, focus on increasing wealth and decreasing costs. The firm services help clients personal and professional goals, while building wealth, most often with potential tax savings, lowering costs and improving efficiency. The company is headquartered in Allen, TX.	Investment Banks/Brokers	John Pollock Edward Lyon	Chief Executive Officer Director/Board Member
EQIS Holding, Inc. EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA.	Information Technology Services	Scott Winters Jennifer Winters	Chief Executive Officer Founder
Pedago LLC Pedago LLC Other Consumer ServicesConsumer Services Pedago LLC provides revolutionizes online education services. The company was founded by Tom Adams and is headquartered in Washington, DC.	College/University	Scott Winters Jennifer Winters	Masters Business Admin Masters Business Admin
Washburn University	College/University	Zach Trimble	Undergraduate Degree
Ncw Group, Inc. Ncw Group, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Ncw Group, Inc. is a company that provides wealth management services. The company is based in Carmel, CA. The CEO of the company is Mark John Williams. Ncw Group was acquired by Forta Financial Group, Inc. on March 16, 2021 for $2.38 million.	Investment Managers	Mark Williams	Chief Executive Officer
University of Southern California University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.	College/University	Gary Nemer	Graduate Degree
American Institute of Certified Tax Coaches		Edward Lyon	Founder
Uc College of Law	College/University	Edward Lyon	Graduate Degree
Hamilton College (New York)	College/University	Edward Lyon	Undergraduate Degree
Mpath Advisor Resources, LLC		John Pollock	Chief Executive Officer
Pierce College	College/University	John Pollock	Undergraduate Degree
Business Legacy, Inc.		John Pollock	Chief Executive Officer
University of California, Los Angeles	College/University	Gary Nemer	Undergraduate Degree
Financial Industry Regulatory Authority, Inc. Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.	Miscellaneous Commercial Services	Jennifer Winters	Compliance Officer
Financial Gravity Operations, Inc. Financial Gravity Operations, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Gravity Operations, Inc. offers payroll services. The company is headquartered in Allen, TX.	Miscellaneous Commercial Services	John Pollock	Director/Board Member
San Diego State University	College/University	Scott Winters	Undergraduate Degree
US Securities & Exchange Commission	Investment Banks/Brokers	Jennifer Winters	Compliance Officer
Fa Mentor LLC		Jennifer Winters	Corporate Officer/Principal
Mpath Advisor Services, Inc.		Jennifer Winters	Corporate Officer/Principal
National Association for Female Executives National Association for Female Executives Miscellaneous Commercial ServicesCommercial Services The National Association for Female Executives operates associations for women professionals and business owners. The non-profit company is based in New York, NY.	Miscellaneous Commercial Services	Jennifer Winters	Corporate Officer/Principal
Network of Executive Women Network of Executive Women Miscellaneous Commercial ServicesCommercial Services The Network of Executive Women organizes events and learning programs for its members. The non-profit company is based in Houston, TX. Lisa P. Baird has been the CEO of the company since 2023.	Miscellaneous Commercial Services	Jennifer Winters	Corporate Officer/Principal
International Association of Women International Association of Women Miscellaneous Commercial ServicesCommercial Services International Association of Women offers women the opportunity to network with members at more than 100 local chapters. The company is headquartered in Chicago, IL.	Miscellaneous Commercial Services	Jennifer Winters	Corporate Officer/Principal
American Business Women's Association		Jennifer Winters	Corporate Officer/Principal
Lewis University	College/University	Jennifer Winters	Undergraduate Degree
George Mason University	College/University	William Nelson	Doctorate Degree
University of California, Berkeley	College/University	Dave O’Rourke	Undergraduate Degree