| Owner | Title | From | %Ownership |
|---|---|---|---|
| Financial Gravity Companies, Inc. | Shareholder | 06/2017 | > 75% |
| Winters, Jennifer, Christine | Executive Vice President | 12/2019 | < 5% |
| Nelson, William, Robert | CEO | 12/2019 | < 5% |
| Winters, Kaili, Erin | Chief Compliance Officer | 04/2020 | < 5% |
| Orourke, Marc, David | President | 05/2020 | < 5% |
| Winters, Scott, Christopher | Chairman of the Board | 01/2020 | < 5% |
