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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 | Aug 8, 2024 | n/a | yes | Atlanta, GA | Current employment |
| GRATUS CAPITAL, LLC | Former SEC adviser | Jan 22, 2015 | Dec 2, 2024 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| GRATUS CAPITAL MANAGEMENT, LLC | Former SEC adviser | Jul 29, 2008 | Dec 18, 2014 | no | ATLANTA, GA | Previous registration |
| M.L. STERN & CO., LLC. | n/a | Dec 5, 2005 | Jun 21, 2007 | no | CARMEL, CA|CARMEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRATUS CAPITAL, LLC | FOCUS PARTNERS WEALTH, LLC | Dec 2, 2024 | Aug 8, 2024 | -116 | Firm change after gap | RIA to RIA |
| GRATUS CAPITAL MANAGEMENT, LLC | GRATUS CAPITAL, LLC | Dec 18, 2014 | Jan 22, 2015 | 35 | Channel change | Other |
| M.L. STERN & CO., LLC. | GRATUS CAPITAL MANAGEMENT, LLC | Jun 21, 2007 | Jul 29, 2008 | 404 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173627:159289:GA:2024-12-02 | Dec 2, 2024 | Aug 8, 2024 | ATLANTA, GA | Firm change after gap |