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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 1, 2024 | n/a | yes | Atlanta, GA | Current employment |
| GRATUS CAPITAL, LLC | Former SEC adviser | Feb 24, 2021 | Dec 2, 2024 | no | ATLANTA, GA | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 20, 2016 | Feb 16, 2021 | no | ATLANTA, GA|ATLANTA, GA|CHARLESTON, SC | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 21, 2015 | Dec 31, 2016 | no | ATLANTA, GA|CHARLESTON, SC|ATLANTA, GA|ATLANTA, GA|SUMMERFIELD, FL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Sep 29, 2014 | Jul 2, 2015 | 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 1, 2024 | -123 | Firm change after gap | RIA to RIA |
| TRUIST ADVISORY SERVICES, INC. | GRATUS CAPITAL, LLC | Feb 16, 2021 | Feb 24, 2021 | 8 | Firm change | Ibd to RIA |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 20, 2016 | -102 | Bulk transfer | Other |
| J.P. MORGAN SECURITIES LLC | SUNTRUST INVESTMENT SERVICES, INC. | Jul 2, 2015 | Jul 21, 2015 | 19 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173627:159289:GA:2024-12-02 | Dec 2, 2024 | Aug 1, 2024 | ATLANTA, GA | Firm change after gap |