This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

GRATUS WEALTH ADVISORS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 18, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jul 18, 2003

First registration

Mar 8, 2010

Dual registered

no

Other names

CHERI DENNY OWEN

IAPD individual key

4510450

• Occurred

  Feb 5, 2024
  Advisor changed firm

  Cheri Denny Poston left Newedge Advisors for Gratus Wealth Advisors Llc (registered 2024-01-23)

  Form ADVobserved 6 days ago
• Occurred

  Sep 20, 2022
  Advisor changed firm

  Cheri Denny Poston left Cpa Investment Advisors for Newedge Advisors (registered 2022-09-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:19be319f-7ae4-82d8-2ea3-8b0fb082f6d1

First observed

Mar 8, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.