# Kaili Erin Winters

Kaili Erin Winters is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC](https://search.stillhousedata.com/firm/316024) | 2024-04-15 | present | Yes |
| [49 WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/319484) | 2023-01-27 | 2024-04-14 | — |
| [FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC](https://search.stillhousedata.com/firm/316024) | 2021-09-24 | 2023-01-06 | — |
| [FORTA FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/28784) | 2020-04-20 | 2021-10-05 | — |
| [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | 2019-08-08 | 2020-05-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6528334)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6528334.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.