Best Investors Account Sign in
Inactive

Landon Eidson Rogers

Focus Partners Wealth, LLC

Atlanta, GA

CRD 7182854

Claim This Profile
Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-08-08
  • GA RA
    APPROVED
    Since 2024-08-08

Branch Locations

3535 Piedmont Road Ne Bldg. 14-500, Atlanta, GA 30305 • 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
Gratus Capital Llc Atlanta GA 09/2019 07/2024
Wells Fargo Atlanta GA 05/2015 09/2019
Focus Partners Wealth, Llc Clayton MO 08/2024 Present
  • 09/2019 → 07/2024
    Gratus Capital Llc
    Atlanta, GA
  • 05/2015 → 09/2019
    Wells Fargo
    Atlanta, GA
  • 08/2024 → Present
    Focus Partners Wealth, Llc
    Clayton, MO
Previous Registrations
  • 2019-12-05 → 2024-12-02
    Gratus Capital, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-30
  • S65 Uniform Investment Adviser Law Examination
    2019-11-30
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor