Cline Edward Reasor

Current Employers

Employment History

• 01/2013 → 02/2021
  Bb&T Securities, Llc
  Norfolk, VA
• 02/2021 → 11/2021
  Truist Investment Services, Inc.
  Norfolk, VA
• 02/2021 → 11/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 11/2021 → 12/2023
  Newedge Securities, Inc.
  Pittsburgh, PA
• 11/2021 → 12/2023
  Newedge Advisors
  New Orleans, LA
• 12/2023 → Present
  Gratus Wealth Advisors Llc
  Virginia Beach, VA
• 02/2024 → Present
  Pks Investments
  Albany, NY

Previous Registrations

• 2021-11-17 → 2024-02-01
  Newedge Advisors
  Virginia Beach, VA
  New Orleans, LA
• 2021-02-17 → 2021-11-17
  Truist Advisory Services, Inc.
  Norfolk, VA
  Atlanta, GA
• 2013-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Norfolk, VA
  Richmond, VA
• 2011-10-05 → 2013-01-02
  Scott & Stringfellow, Llc
  Norfolk, VA
• 2006-06-12 → 2011-10-05
  Truist Investment Services, Inc.
  Chesapeake, VA
  Chesapeake, VA
  Norfolk, VA
  Norfolk, VA
  Portsmouth, VA
  Norfolk, VA
  Virginia Beach, VA
  Chesapeake, VA
  Chesapeake, VA
  Onancock, VA
  Accomac, VA
  Painter, VA
• 2005-08-16 → 2006-06-06
  Morgan Stanley Dw Inc.
  Virginia Bch, VA
  Virginia Beach, VA

Other Businesses

1) FORKIDS, INC~NON INVESTMENT RELATED~1001 POINDEXTER STREET, CHESAPEAKE, VA 23324~FORKIDS SEEKS TO END HOMELESSNESS FOR CHILDREN AND FAMILIES IN THE HAMPTON ROADS AREA~BOARD, GOVERNANCE COMMITTEE, AND FINANCE COMMITTEE MEMBER~JUL 2018~3HRS PER MONTH~3HRS PER MONTH DURING MARKET~SUPPORTING THE BOARD, FINANCE COMMITTEE, AND GOVERNANCE COMMITTEE IN THEIR DECISION MAKING PROCESS. SOME OF THOSE DUTIES INCLUDE OVERSIGHT OF FORKIDS FINANCIAL STEWARDSHIP, ADHERENCE TO FORKIDS FINANCIAL AND GOVERNANCE BYLAWS, AND DEVELOPMENT AND SUPPORT OF THE STRATEGIC DIRECTION OF FORKIDS 2) FIRST PRESBYTERIAN CHURCH TRUSTEE~INVESTMENT RELATED~820 COLONIAL AVENUE, NORFOLD, VA 23508~OVERSIGHT FO THE CHURCH'S RESOURCES, INCLUDING BUILDINGS, GROUNDS, AND ENDOWMENT~TRUSTEE~JUL 2019~1HR PER MONTH~0HRS PER MONTH DURING MARKET~IN CONCERT WITH TWO OTHER TRUSTEES, WE OVERSEE THE PORTFOLIO MANAGEMENT AND ACCOUNTING OF FIRST PRESBYTERIAN CHURCH'S ENDOWNMENT. I WORK WITH THE CO-TRUSTEES TO AUTHORIZE DISBURSEMENTS FROM THE ENDOWMENT IN SUPPORT OF THE CHURCH'S MISSION AND ENSURE PROPER CARE OF STEWARDSHIP OF THE BUILDINGS AND GROUNDS 3)APARTMENT RENTAL~NON INVESTMENT RELATED~NORFOLK, VA 23518~I RENT THE APARTMENT LOCATED OVER THE GARAGE OF MY PRIMARY RESIDENCE~OWNER/LANDLORD~NOV 2014~1HR PER MONTH~0HRS PER MONTH DURING MARKET~PROVIDING BASIC MAINTENANCE AND COORDINATING WITH CONTRACTS WHEN REPAIRS ARE NEEDED 4) Fixed Insurance Sales... investment related....192 Ballard Court Virginia Beach, VA 23462....Fixed Insurance...Agent....Start date 3/10/22....5 Hour per month....5 Hours during market....Identifying insurance needs for clients that support their goals and objectives resulting in sales to clients of life insurance, fixed & indexed annuities, long-term care insurance, and disability insurance with various companies 5)St Pius X School Finance Council*No Invest*Norfolk, VA*Member*offering Catholic-centered primary school education*12/13/23*1 Per mnth/1trade*oversight of the school's financial stewardship and adherence to bylaws 6) St Pius X Catholic Church. Not investment related. 7800 Halprin Drive Norfolk VA. Non-profit. Investment council member. 9/2023. 1 hr/month with 1 hr/month during trading hrs. Offering guidance for the Pastor's investment decisions. 7) Gratus Wealth Advisors. Investment Related. At Registered location. RIA. IAR/managing partner. 11/2021. 160 hrs/month all during trading hrs. owner of financial services business providing personal financial advice and investment services. 8) Purshe Kaplan Sterling Investments, Investment related. 192 Ballard Court, Suite 101 Virginia Beach, VA 23462. Servicing existing broker dealer relationships and securities sales. Registered Representative. Start date: 2/1/2024. 1 hr/month, 1 hr/month during trading hours. Servicing broker dealer relationships. 9) Short Term Rental Property, Not investment related. 4878 Coventry Lane Norfolk, VA 23518. Own and operate a short term rental property including collection of rental fees, managing short-term rental sites, communication with tenants, and management of contractors. Owner and Operator. 08/04/2025. 3 hrs, 1hr during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-15

Designations

Other Names

• Cline Reasor