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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-07 |
| GA | RA | APPROVED | 2024-08-05 |
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 |
|---|---|---|---|---|
| Truewealth, Llc | Atlanta | GA | 04/2019 | 08/2020 |
| Truewealth, Llc | Atlanta | GA | 07/2017 | 04/2019 |
| University Of Georgia | Athens | GA | 07/2013 | 05/2017 |
| Buckhead Capital Management | Atlanta | GA | 08/2020 | 01/2024 |
| Gratus Capital | Atlanta | GA | 01/2024 | 07/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 08/2024 | Present |
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