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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 | Oct 14, 2015 | Dec 2, 2024 | no | Atlanta, GA|ATLANTA, GA | Previous registration |
| CREATIVE PLANNING | Independent wealth | Jan 11, 2012 | Jul 14, 2015 | no | MARIETTA, GA|OVERLAND PARK, KS | Previous registration |
| FIDELITY PERSONAL TRUST COMPANY, FSB | n/a | Apr 30, 2001 | Mar 28, 2007 | no | DALLAS, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jan 24, 2001 | Oct 20, 2011 | no | ATLANTA, GA|WESTLAKE, TX | 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 |
| CREATIVE PLANNING | GRATUS CAPITAL, LLC | Jul 14, 2015 | Oct 14, 2015 | 92 | Firm change | Other |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL TRUST COMPANY, FSB | Oct 20, 2011 | Apr 30, 2001 | -3,825 | Firm change after gap | Other |
| FIDELITY PERSONAL TRUST COMPANY, FSB | CREATIVE PLANNING | Mar 28, 2007 | Jan 11, 2012 | 1,750 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173627:159289:GA:2024-12-02 | Dec 2, 2024 | Aug 1, 2024 | ATLANTA, GA | Firm change after gap |