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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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Sep 7, 2024 | n/a | yes | Atlanta, GA | Current employment |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Aug 5, 2024 | Aug 14, 2024 | no | Atlanta, GA | Previous registration |
| GRATUS CAPITAL, LLC | Former SEC adviser | Dec 18, 2014 | Dec 2, 2024 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| GRATUS CAPITAL MANAGEMENT, LLC | Former SEC adviser | Feb 17, 2006 | Dec 18, 2014 | no | ATLANTA, GA | Previous registration |
| GUNNALLEN FINANCIAL, INC | n/a | Sep 6, 2005 | Feb 20, 2009 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Dec 20, 2002 | Sep 8, 2005 | 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 |
| GRATUS CAPITAL MANAGEMENT, LLC | GRATUS CAPITAL, LLC | Dec 18, 2014 | Dec 18, 2014 | 0 | Channel change | Other |
| GUNNALLEN FINANCIAL, INC | GRATUS CAPITAL MANAGEMENT, LLC | Feb 20, 2009 | Feb 17, 2006 | -1,099 | Firm change after gap | Other |
| MORGAN STANLEY DW INC. | GUNNALLEN FINANCIAL, INC | Sep 8, 2005 | Sep 6, 2005 | -2 | 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 |