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Gerald Long Sullivan

Gratus Wealth Advisors LLC

Virginia Beach, VA

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Current Employers
Gratus Wealth Advisors Llc

192 Ballard Ct Ste 101, Virginia Beach, VA 23462 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-12-12
  • VA RA
    APPROVED
    Since 2023-12-12

Branch Locations

192 Ballard Ct Ste 101, Virginia Beach, VA 23462 • 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
OrganizationCityStateFromTo
Cpa Investment Advisors, Llc Virginia Beach VA 06/2000 11/2022
Sullivan, Andrews, & Taylor, Pc Virginia Beach VA 10/1985 01/2019
Newedge Advisors, Llc. New Orleans LA 11/2022 12/2023
Gratus Wealth Advisors Llc Virginia Beach VA 12/2023 Present
  • 06/2000 → 11/2022
    Cpa Investment Advisors, Llc
    Virginia Beach, VA
  • 10/1985 → 01/2019
    Sullivan, Andrews, & Taylor, Pc
    Virginia Beach, VA
  • 11/2022 → 12/2023
    Newedge Advisors, Llc.
    New Orleans, LA
  • 12/2023 → Present
    Gratus Wealth Advisors Llc
    Virginia Beach, VA
Previous Registrations
  • 2022-11-14 → 2023-11-29
    Newedge Advisors
    New Orleans, LA
    Virginia Beach, VA
  • 2000-07-07 → 2022-11-21
    Cpa Investment Advisors
    Virginia Beach, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-06-26
  • S65 Uniform Investment Adviser Law Examination
    2000-06-26

View on SEC IAPD

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