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Advisor at FOCUS PARTNERS WEALTH, LLC
Raleigh, NC
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 | Oct 14, 2024 | n/a | yes | Raleigh, NC | Current employment |
| GRATUS CAPITAL, LLC | Former SEC adviser | Feb 25, 2022 | Dec 2, 2024 | no | Raleigh, NC|ATLANTA, GA | Previous registration |
| GRATUS CAPITAL MANAGEMENT, LLC | Former SEC adviser | Aug 21, 2008 | Dec 18, 2014 | no | ATLANTA, GA | Previous registration |
| DELOITTE INVESTMENT ADVISORS LLC | n/a | Apr 16, 2003 | Jul 15, 2004 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRATUS CAPITAL, LLC | FOCUS PARTNERS WEALTH, LLC | Dec 2, 2024 | Oct 14, 2024 | -49 | Firm change after gap | RIA to RIA |
| GRATUS CAPITAL MANAGEMENT, LLC | GRATUS CAPITAL, LLC | Dec 18, 2014 | Feb 25, 2022 | 2,626 | Channel change | Other |
| DELOITTE INVESTMENT ADVISORS LLC | GRATUS CAPITAL MANAGEMENT, LLC | Jul 15, 2004 | Aug 21, 2008 | 1,498 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173627:159289:GA:2024-12-02 | Dec 2, 2024 | Oct 14, 2024 | ATLANTA, GA | Firm change after gap |