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192 Ballard Ct Ste 101, Virginia Beach, VA 23462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-15 |
| VA | RA | APPROVED | 2024-01-23 |
Branch Locations
192 Ballard Ct Ste 101, Virginia Beach, VA 23462 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Inc. | Virginia Beach | VA | 01/2008 | 02/2021 |
| Bb&T Securities, Llc | Virginia Beach | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Virginia Beach | VA | 02/2021 | 11/2021 |
| Truist Advisory Services, Inc. | Virginia Beach | VA | 03/2021 | 11/2021 |
| Newedge Securities, Inc. | Pittsburgh | PA | 11/2021 | 12/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | 12/2023 |
| Gratus Wealth Advisors Llc | Virginia Beach | VA | 12/2023 | Present |
| Cavalier Wealth Partners | Virginia Beach | VA | 11/2021 | Present |
| Pks Investments | Albany | NY | 02/2024 | Present |
1) Gratus Wealth Advisors. Investment Related. At Registered Location. RIA. Managing Partner/ Financial Advisor. Start Date: 01/2024. 160 hrs/ month; all during trading hours. Provide advice to clients 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 01/2024. 5 hrs/ month; all during trading hours. Sales of fixed/ traditional insurance products. 3) Cavalier Wealth Partners, LLC. Investment Related. 712 55th Street, Virginia Beach, VA, 23451. Investment advisory. Managing Partner. Start Date: 11/17/2021. 0 hrs/ month; none during trading hours. Maintaining a business license to allow for pass-through compensation. 4) 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-08 |
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