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

Oct 1, 1985earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Jun 26, 2000

First registration

Jul 7, 2000

Dual registered

no

IAPD individual key

4459583

• Occurred

  Nov 29, 2023
  Advisor changed firm

  Gerald Long Sullivan left Newedge Advisors for Gratus Wealth Advisors Llc (registered 2023-12-12)

  Form ADVobserved 6 days ago
• Occurred

  Nov 21, 2022
  Advisor changed firm

  Gerald Long Sullivan left Cpa Investment Advisors for Newedge Advisors (registered 2022-11-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:21c61aa3-baff-86d8-a1cd-248d85da547c

First observed

Jul 7, 2000

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.