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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 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 | Mar 5, 2007 | Dec 18, 2014 | 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 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 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173627:159289:GA:2024-12-02 | Dec 2, 2024 | Aug 8, 2024 | ATLANTA, GA | Firm change after gap |