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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
3535 Piedmont Road Ne Building 14-500, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gratus Capital, Llc | Atlanta | GA | 08/2018 | 07/2024 |
| Turnkey Planning Solutions | Sandy Springs | GA | 10/2016 | 08/2018 |
| N/A | Dunwoody | GA | 01/2016 | 10/2017 |
| Blooms Of Dunwoody | Dunwoody | GA | 05/2013 | 10/2016 |
| Focus Partners Wealth, Llc | Clayton | MO | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-05 |
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