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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-07-15 |
Branch Locations
Silver Spring, MD • United States
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Owings Mills | MD | 04/2012 | 06/2019 |
| Primerica Financial Services | Owings Mills | MD | 09/2007 | 06/2019 |
| Robert Half | Bethesda | MD | 05/2013 | 02/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2019 | 07/2021 |
| Gratus Wealth Management, Llc | Bethesda | MD | 06/2019 | Present |
| Gratus Staffing | Rockville | MD | 09/2019 | Present |
| Fortis Capital Advisors, Llc | Reno | NV | 07/2021 | Present |
1.) GRATUS WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 10644 WEYMOUTH STREET, BETHESDA, MD 20814; INVESTMENT ADVISING; OWNER/FOUND; START DATE 06/2019; APPROX 160 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.)GRATUS STAFFING, LLC; NOT INVESTMENT RELATED, 11810 GRAND PARK AVE., SUITE 500, ROCKVILLE, MD 20852; STAFFING AGENCY; DIRECTOR; 09/23/2019; 120 HOURS/MONTH; 100 HOURS DURING TRADING; BUSINESS DEVELOPMENT AND ASSISTING IN FINDING CANDIDATES FOR JOB OPPORTUNITIES. 3) Big 4 Talent, Inc. non-investment related, same address as branch, Online staffing platform, CEO, start 11/2023, 30 hours per month, 10 hours per month during trading. 4) Staffing Brokerage, non-investment related, same address as branch, Helping to sell and buy businesses, Business Broker, Start 06/2026, 10 hours per month, 5 hours per month during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2018-01-08 |
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