DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 22, 2024 | n/a | yes | Atlanta, GA | Current employment |
| GRATUS CAPITAL, LLC | Former SEC adviser | Mar 23, 2023 | Dec 2, 2024 | no | ATLANTA, GA | Previous registration |
| VICTORY CAPITAL MANAGEMENT INC. | Asset manager | Aug 4, 2021 | Jul 5, 2022 | no | Greenwood Village, CO|SAN ANTONIO, TX | Previous registration |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Feb 7, 2020 | Jun 16, 2021 | no | Portland, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRATUS CAPITAL, LLC | FOCUS PARTNERS WEALTH, LLC | Dec 2, 2024 | Aug 22, 2024 | -102 | Firm change after gap | RIA to RIA |
| VICTORY CAPITAL MANAGEMENT INC. | GRATUS CAPITAL, LLC | Jul 5, 2022 | Mar 23, 2023 | 261 | Firm change | Other |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | VICTORY CAPITAL MANAGEMENT INC. | Jun 16, 2021 | Aug 4, 2021 | 49 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173627:159289:GA:2024-12-02 | Dec 2, 2024 | Aug 22, 2024 | ATLANTA, GA | Firm change after gap |