DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner10 years in industry

Chad Tyler Williamson

Advisor at GRATUS WEALTH ADVISORS LLC

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:483ae075-6950-1217-a214-9c7fa081ea32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2016 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 16, 2016
First registration: Mar 17, 2016
Dual registered: no
IAPD individual key: 6603651

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GRATUS WEALTH ADVISORS LLC	Independent wealth	Jan 18, 2024	n/a	yes	VIRGINIA BEACH, VA	Current employment
NEWEDGE ADVISORS	Bd affiliated wealth	Feb 9, 2022	Feb 1, 2024	no	NEW ORLEANS, LA\|Virginia Beach, VA	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 17, 2021	Nov 23, 2021	no	ATLANTA, GA	Previous registration
BB&T SECURITIES, LLC	Former SEC adviser	Jan 2, 2018	Feb 17, 2021	no	CHARLOTTE, NC\|WILLIAMSBURG, VA\|RICHMOND, VA	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Mar 17, 2016	Jan 2, 2018	no	CHARLOTTE, NC\|WILLIAMSBURG, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWEDGE ADVISORS	GRATUS WEALTH ADVISORS LLC	Feb 1, 2024	Jan 18, 2024	-14	Firm change	Ibd to new firm
TRUIST ADVISORY SERVICES, INC.	NEWEDGE ADVISORS	Nov 23, 2021	Feb 9, 2022	78	Firm change	Ibd to ibd
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Feb 17, 2021	0	Bulk transfer	Ibd to ibd
BB&T INVESTMENT SERVICES, INC.	BB&T SECURITIES, LLC	Jan 2, 2018	Jan 2, 2018	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
171351:328641:VA:2024-02-01	Feb 1, 2024	Jan 18, 2024	VIRGINIA BEACH, VA	Firm change

Relationships

Registered with (5)

→ GRATUS WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Jan 18, 2024 to presentfactForm ADV
→ NEWEDGE ADVISORSRegistered adviserregistration: previous registration
Feb 9, 2022 to Feb 1, 2024factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 17, 2021 to Nov 23, 2021factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 2, 2018 to Feb 17, 2021factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 17, 2016 to Jan 2, 2018factForm ADV

Dated events

Occurred
Feb 1, 2024
Advisor changed firm
Chad Tyler Williamson left Newedge Advisors for Gratus Wealth Advisors Llc (registered 2024-01-18)
Form ADVobserved 6 days ago