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Cheri Denny Poston

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 2024-01-23
  • VA RA
    APPROVED
    Since 2024-01-23

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 Virginia Beach VA 02/2010 06/2022
Newedge Advisors, Llc. Virginia Beach VA 08/2022 12/2023
Gratus Wealth Advisors Llc Virginia Beach VA 12/2023 Present
  • 02/2010 → 06/2022
    Cpa Investment Advisors
    Virginia Beach, VA
  • 08/2022 → 12/2023
    Newedge Advisors, Llc.
    Virginia Beach, VA
  • 12/2023 → Present
    Gratus Wealth Advisors Llc
    Virginia Beach, VA
Previous Registrations
  • 2022-09-20 → 2024-02-05
    Newedge Advisors
    Virginia Beach, VA
    New Orleans, LA
  • 2010-03-08 → 2022-09-20
    Cpa Investment Advisors
    Virginia Beach, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-18
  • S66 Uniform Combined State Law Examination
    2003-07-18
Designations
Other Names
  • Cheri Denny Owen

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VIRGINIA BEACH, VA
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