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Advisor at JANNEY MONTGOMERY SCOTT LLC
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Feb 24, 2020 | n/a | yes | ATLANTA, GA | Current employment |
| GRATUS CAPITAL, LLC | Former SEC adviser | Jan 7, 2015 | Jan 22, 2020 | no | ATLANTA, GA | Previous registration |
| GRATUS CAPITAL MANAGEMENT, LLC | Former SEC adviser | Sep 19, 2012 | Dec 18, 2014 | no | ATLANTA, GA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Sep 5, 2012 | no | ATLANTA, GA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Apr 17, 2003 | Jun 1, 2009 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRATUS CAPITAL, LLC | JANNEY MONTGOMERY SCOTT LLC | Jan 22, 2020 | Feb 24, 2020 | 33 | Firm change | RIA to ibd |
| GRATUS CAPITAL MANAGEMENT, LLC | GRATUS CAPITAL, LLC | Dec 18, 2014 | Jan 7, 2015 | 20 | Channel change | Other |
| MORGAN STANLEY | GRATUS CAPITAL MANAGEMENT, LLC | Sep 5, 2012 | Sep 19, 2012 | 14 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |