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Entity
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Company
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EIN
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800810136
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Business address
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2501 Ranch Rd 620 S, Suite 110, 78734 Lakeway, TX
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Phone
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800.920.9722
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State of incorporation
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TX
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Fiscal year end
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December 31
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Former names
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Sofos Investments, Inc. (to 8/11/2021), Financial Gravity Wealth, Inc. (to 10/15/2019)
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Signature 13F
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Samantha Winters - Operations and Compliance Liaison