Inactive

Brendan James Wagner

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Current Employers

Montag

200 Galleria Parkway Suite 1450, Atlanta, GA 30339 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2017-05-08

GA RA
APPROVED

Since 2017-05-08

Branch Locations

200 Galleria Parkway Suite 1450, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gratus Capital, Llc	Atlanta	GA	05/2016	04/2017
A. Montag & Associates, Inc.	Atlanta	GA	04/2017	Present

05/2016 → 04/2017

Gratus Capital, Llc

Atlanta, GA
04/2017 → Present

A. Montag & Associates, Inc.

Atlanta, GA

Previous Registrations

2016-05-14 → 2017-05-03

Gratus Capital, Llc

Atlanta, GA
2012-07-19 → 2016-09-29

Spectrum Advisory Services Inc.

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-09-28

S65 Uniform Investment Adviser Law Examination

2015-09-28

View on SEC IAPD

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