Lori Ann Tamayo
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
20 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Purshe Kaplan Sterling InvestmentsOct 2026 to now
- Gratus Wealth Advisors LLCSep 2026 to now
- Truist Advisory Services, Inc.Apr 2022 to Sep 2026
- Truist Investment Services, Inc.Feb 2021 to Apr 2022
- Bb&tJan 2019 to Feb 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t Investment Services, Inc.Jan 2017 to Feb 2021
- Bb&t BankJan 2017 to Jan 2019
- UnemployedSep 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (VA).
Gratus Wealth Advisors LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 5126201
- 328641