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192 Ballard Ct Ste 101, Virginia Beach, VA 23462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-18 |
Branch Locations
192 Ballard Ct Ste 101, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Williamsburg | VA | 01/2016 | 02/2021 |
| Bb&T Investment Services, Inc. | Richmond | VA | 01/2016 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Williamsburg | VA | 02/2021 | 01/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 01/2022 |
| Newedge Securities, Inc. | Pittsburgh | PA | 02/2022 | 12/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 02/2022 | 12/2023 |
| Gratus Wealth Advisors | Virginia Beach | VA | 01/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2024 | 12/2025 |
1. Gratus Wealth Advisors. Investment-related. At registered location. RIA. Managing Partner. 01/2024. 160 hrs/ month. 160 hrs during trading hrs. Owner of financial services business DBA Gratus Wealth Advisors providing personal financial advice and investment advisory services. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 01/2024. 5 hrs/ month. 5 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Virginia Beach Community Chapel. Not investment-related. 1261 Laskin Rd., Virginia Beach, VA 23451. Church. Deacon. 02/2025. 4 hrs/month. 2 hrs during trading hrs. Responsible for connecting church members regarding disbursements from the Helping Hands Ministry funds at VBCC. This ministry manages a church account which provides financial support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-16 |
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