Marc Orourke has been an investment adviser representative at Financial Gravity Family Office Services since January 2023, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Marc Orourke’s longest registration is the current one, 3 years at Financial Gravity Family Office Services since 2023. Before joining Financial Gravity Family Office Services in 2023, Marc Orourke was registered through Forta Financial Group, Inc. and Financial Gravity Asset Management, Inc.
- – present · 3 yearsNovato, CA · Adviser representative · Firm CRD 316024
- Forta Financial Group, Inc.– · under a yearNovato, CA · Adviser representative · Firm CRD 28784
- Financial Gravity Asset Management, Inc.– · 2 yearsNovato, CA · Adviser representative · Firm CRD 144008
- Paulson Investment Advisors, LLC– · under a yearLake Oswego, OR · Adviser representative · Firm CRD 304328
- Paulson Investment Company, LLC– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 5670
- Broxton Capital Advisors– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 136914
- Wrapmanager Inc– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 108834
- Eqis Capital Management– · 3 yearsSan Rafael, CA · Adviser representative · Firm CRD 126052
- Willow Creek Financial Services, Inc.– · under a yearSebastopol, CA · Adviser representative · Firm CRD 109240
- Bell Investment Advisors Inc– · 2 yearsSanta Rosa, CA · Adviser representative · Firm CRD 108383
- Hoefer & Arnett Capital Management, Inc.– · 3 yearsSan Francisco, CA · Adviser representative · Firm CRD 110561
- Deutsche Investment Management Americas Inc.– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 104518
Investment adviser representative registrations
Marc Orourke is registered as an investment adviser representative in Texas, since January 2023.
- TexasSince 4 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 29 October 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 December 2018 |
| Series 7TO | General Securities Representative Examination | 5 December 2018 |
| SIE | Securities Industry Essentials Examination | 31 October 2018 |
| Series 27 | Financial and Operations Principal Examination | 13 July 2006 |
| Series 3 | National Commodity Futures Examination | 15 November 2000 |
| Series 31 | Futures Managed Funds Examination | 28 October 1998 |
| Series 66 | Uniform Combined State Law Examination | 1 October 1998 |
| Series 7 | General Securities Representative Examination | 23 September 1998 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Financial and Operations Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marc David Orourke
- CRD
- 856163
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- Novato, CA
- Registration
- Investment adviser registration
- In the industry since
- March 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Marc Orourke work?
Marc Orourke is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Marc Orourke a financial advisor?
Yes. Marc Orourke has a current investment-adviser registration in Texas, through Financial Gravity Family Office Services since January 2023.
How many years of experience does Marc Orourke have?
Marc Orourke has 24 years in the financial industry, since March 2002, across 12 adviser firms.
What exams has Marc Orourke passed?
Marc Orourke has passed 9 licensing exams: the Series 7, Series 66, Series 31, Series 3, Series 27, SIE, Series 7TO, Series 63 and Series 79TO. The earliest, the Series 7, was passed in September 1998.
Where did Marc Orourke work before Financial Gravity Family Office Services?
Before Financial Gravity Family Office Services, Marc Orourke was registered through Forta Financial Group, Inc., May 2021 to October 2021; Financial Gravity Asset Management, Inc., May 2020 to January 2023; Paulson Investment Advisors, LLC, February 2020 to May 2020; Paulson Investment Company, LLC, December 2018 to May 2020; Broxton Capital Advisors, January 2018 to November 2018; Wrapmanager Inc, July 2016 to August 2017; Eqis Capital Management, October 2012 to May 2016; Willow Creek Financial Services, Inc., January 2010 to January 2011; Bell Investment Advisors Inc, April 2007 to November 2009; Hoefer & Arnett Capital Management, Inc., September 2003 to March 2007; Deutsche Investment Management Americas Inc., March 2001 to September 2002.
Where is Marc Orourke based?
Marc Orourke’s registered office is in Novato, CA.
Is Marc Orourke registered with FINRA?
No. Marc Orourke has no current broker registration.
How can I verify Marc Orourke’s record?
Search CRD 856163 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marc Orourke’s full registration record.