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Focus Partners Wealth, LLC CRD 159289
$182B regulatory AUM 1,500 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-08 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
3535 Piedmont Road Ne Bldg. 14-500, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Atlanta | GA | 06/2015 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2015 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Gratus Capital, Llc | Atlanta | GA | 02/2021 | 07/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-26 |
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