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
Arrivals at Gratus Wealth Advisors 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 |
|---|---|---|---|---|---|
| Cheri Denny Poston | Newedge Advisors BD affiliated | Gratus Wealth Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 5, 2024 | Jan 23, 2024 |
| Dorothy Pratt Mannix | Newedge Advisors BD affiliated | Gratus Wealth Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 1, 2024 | Jan 23, 2024 |
| Cline Edward Reasor | Newedge Advisors BD affiliated | Gratus Wealth Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 1, 2024 | Jan 11, 2024 |
| Chad Tyler Williamson | Newedge Advisors BD affiliated | Gratus Wealth Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 1, 2024 | Jan 18, 2024 |
| Gerald Long Sullivan | Newedge Advisors BD affiliated | Gratus Wealth Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 29, 2023 | Dec 12, 2023 |
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5 moves match.