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Advisor at FOCUS PARTNERS WEALTH, 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 |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Aug 5, 2024 | n/a | yes | Atlanta, GA | Current employment |
| GRATUS CAPITAL, LLC | Former SEC adviser | Apr 11, 2024 | Dec 2, 2024 | no | ATLANTA, GA | Previous registration |
| BUCKHEAD CAPITAL MANAGEMENT, LLC | Other adviser | Jul 9, 2021 | Mar 28, 2024 | no | ATLANTA, GA | Previous registration |
| TRUEWEALTH MANAGEMENT | Former SEC adviser | Aug 21, 2019 | Aug 20, 2020 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRATUS CAPITAL, LLC | FOCUS PARTNERS WEALTH, LLC | Dec 2, 2024 | Aug 5, 2024 | -119 | Firm change after gap | RIA to RIA |
| BUCKHEAD CAPITAL MANAGEMENT, LLC | GRATUS CAPITAL, LLC | Mar 28, 2024 | Apr 11, 2024 | 14 | Firm change | Other |
| TRUEWEALTH MANAGEMENT | BUCKHEAD CAPITAL MANAGEMENT, LLC | Aug 20, 2020 | Jul 9, 2021 | 323 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173627:159289:GA:2024-12-02 | Dec 2, 2024 | Aug 5, 2024 | ATLANTA, GA | Firm change after gap |