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RIA / WealthAdvisor13 years in industry

JON GABRIEL LONTAI

Advisor at ARCUS CAPITAL PARTNERS, LLC

Castle Rock, CO | ATLANTA, GA

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Search this name across graphsid dfx:ria:6b040cfa-6a70-8359-29c0-64237b28f0c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 18, 2017 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: ARCUS CAPITAL PARTNERS, 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: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Sep 18, 2013
First registration: Aug 18, 2017
Dual registered: no
IAPD individual key: 6199570

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
ARCUS CAPITAL PARTNERS, LLC	Independent wealth	Jan 7, 2026	n/a	yes	Castle Rock, CO\|ATLANTA, GA	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 31, 2022	Jan 10, 2024	no	Denver, CO	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 5, 2018	Sep 7, 2023	no	Greenwood Village, CO\|Denver, CO	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 18, 2017	Oct 14, 2022	no	CHICAGO, IL\|Denver, CO\|Denver, CO	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
CHARLES SCHWAB & CO., INC.	ARCUS CAPITAL PARTNERS, LLC	Jan 10, 2024	Jan 7, 2026	728	Firm change after gap	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Sep 7, 2023	Jan 31, 2022	-584	Bulk transfer	RIA to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Mar 5, 2018	-1,684	Bulk transfer	Other

Relationships

Registered with (4)

→ ARCUS CAPITAL PARTNERS, LLCRegistered adviserregistration: current employment
Jan 7, 2026 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 31, 2022 to Jan 10, 2024factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 5, 2018 to Sep 7, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 18, 2017 to Oct 14, 2022factForm ADV

Dated events

Occurred
Jan 10, 2024
Advisor changed firm
Jon Gabriel Lontai left Charles Schwab & Co., Inc. for Arcus Capital Partners, Llc (registered 2026-01-07)
Form ADVobserved 6 days ago