DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Gratus Capital, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gregory Fink | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Sep 5, 2024 |
| Henry Alexander Mclarty | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 5, 2024 |
| Alton Ray Meadows | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 1, 2024 |
| Joshua Shane Hunter | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 1, 2024 |
| Jennifer Jessen Jones | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Oct 14, 2024 |
| Sean Travis Quigley | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 7, 2024 |
| Todd Stephenson Jones | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 8, 2024 |
| Lawrence Jack Lee | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Oct 22, 2024 |
| Jason Hemsley | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 22, 2024 |
| Scott Alan Rutherford | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 8, 2024 |
| Benjamin Carl Huston | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 1, 2024 |
| Jacqueline Harris Higgenbotham | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 22, 2024 |
| Cameron Dennis Starr | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 1, 2024 |
| Anna Katherine Davis | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 8, 2024 |
| Meghan Elizabeth Hogan | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 5, 2024 |
| Nicole Caron | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 5, 2024 |
| Jay Alan Bowen | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 1, 2024 |
| Joshua David Swartz | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Oct 11, 2024 |
| Gabrielle Elizabeth Kong | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 22, 2024 |
| Grover Wade Buffington | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 5, 2024 |
| Landon Eidson Rogers | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 8, 2024 |
| Michelle Kruger Fernandez | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 5, 2024 |
| John Asher Hannah | Gratus Capital, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Dec 2, 2024 | Aug 22, 2024 |
| Simone Oscoff Devenny | Gratus Capital, LLC independent RIA | Pasadena Private Wealth, LLC independent RIA | RIA to RIA | May 14, 2024 | Oct 7, 2024 (146 d) |
| Curtis Alan Hearn | Gratus Capital, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Sep 5, 2023 |
| Patrick Thomas Nolan | Gratus Capital, LLC independent RIA | Long Angle Management, LLC asset manager | Other | Feb 13, 2023 | Feb 5, 2025 (723 d) |
| Matthew Alan Moyzis | Gratus Capital, LLC independent RIA | Cornerstone Wealth independent RIA | RIA to RIA | Jan 25, 2023 | Mar 9, 2023 (43 d) |
| Salim P Boutagy | Gratus Capital, LLC independent RIA | Moneco Advisors independent RIA | RIA to RIA | Jan 25, 2023 | Jan 9, 2023 |
| William Travis Mckinney | Gratus Capital, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Sep 28, 2022 | Nov 17, 2022 (50 d) |
| Avery Sellmann Rodts | Gratus Capital, LLC independent RIA | Janney Montgomery Scott LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 22, 2020 | Feb 24, 2020 (33 d) |
| Miguel Ortigao | Gratus Capital, LLC other | Capital Investment Advisors, LLC independent RIA | Other | Jan 3, 2018 | Jan 12, 2018 |
| Brendan James Wagner | Gratus Capital, LLC other | Montag other | Other | May 3, 2017 | May 8, 2017 |
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32 moves match.