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WS

William C. Sparks

FINANCIAL GRAVITY FAMILY OFFICE SERVICES
Midland, TX
Some features on this profile are disabled
CRD#: 7425251
WS

Professional summary

William Christopher Sparks, who also goes by Will Sparks, is a registered financial advisor currently at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC located in Midland, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. William has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Will Sparks

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 05/28/2024. located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products. WCS 21 LLC, an investment related company as the Owner since August 2023. Located at 5602 Fenway Drive, Midland, TX. 79707. Focused on private deals managed by Todd Sparks, the manager. Dedicating 1 hour total a month with no day to day involvement.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Christopher Sparks's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 14, 2025 - Present

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

RIA
CRD#: 316024
Midland, TX
Past

August 31, 2021 - January 18, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Austin, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FG
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA
Registered Investment Advisory firm - (9/9/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/14/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/12/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/13/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/30/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/26/2021
Securities Industry Essentials Examination

Current Firm

FG
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA
Registered Investment Advisory firm - (9/9/2021 Approved)
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Contact information

Main Address
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734
Mailing Address
Phone number
(800) 588-3893
Established
Firm type
Fiscal year end
# of Employees
45

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (12/20/2024)

Regulatory assets under management

Total Number of Accounts1,745
AUM (Assets Under Management)$ 467,196,918

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024Midland, TX

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