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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 | May 17, 2018 | Dec 2, 2024 | no | ATLANTA, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 16, 2014 | May 8, 2018 | no | MINNEAPOLIS, MN|ATLANTA, GA|MINNEAPOLIS, MN | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | May 27, 2004 | Dec 17, 2004 | no | GAINESVILLE, FL | 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 |
| WELLS FARGO ADVISORS | GRATUS CAPITAL, LLC | May 8, 2018 | May 17, 2018 | 9 | Firm change | Wirehouse to RIA |
| CETERA ADVISORS LLC | WELLS FARGO ADVISORS | Dec 17, 2004 | Oct 16, 2014 | 3,590 | 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 |