DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Lea Ann Garrison Knight
Certified Financial Planner
Feed of 09/14/2026
Also filed as Lea Ann Garrison
At current firm
1 y
since Sep 16, 2025
In the industry
24 y
since Jan 2, 2002 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ep Wealth Advisors independent RIA currentsince Sep 16, 2025 · Torrance, Ca
- Better Money Decisions formerJan 3, 2019 to Mar 9, 2026 · Santa Fe, Nm
- North American Management Corp formerNov 24, 2014 to Dec 31, 2018 · Boston, Ma
- Garrison/Knight Financial Planning unclassifiedJan 11, 2013 to Aug 2, 2014 · Bedford, Ma
- Cgn Advisors, LLC independent RIAJan 4, 2012 to Jan 14, 2013 · Bedford, Ma
- Garrison/Knight Financial Planning unclassifiedJun 30, 2009 to Dec 31, 2011 · Bedford, Ma
- Edward Jones national BDFeb 8, 2007 to Jun 10, 2009 · Bedford, Ma
Moves
a registration end followed by a registration begin elsewhere
- Better Money Decisions to Ep Wealth Advisorsleft Mar 9, 2026, registered Sep 16, 2025 (-174 days) · RIA to RIA
- North American Management Corp to Better Money Decisionsleft Dec 31, 2018, registered Jan 3, 2019 (3 days) · RIA to RIA
- Garrison/Knight Financial Planning to North American Management Corpleft Aug 2, 2014, registered Nov 24, 2014 (114 days) · Other
- Cgn Advisors, LLC to Garrison/Knight Financial Planningleft Jan 14, 2013, registered Jan 11, 2013 (-3 days) · Other
- Garrison/Knight Financial Planning to Cgn Advisors, LLCleft Dec 31, 2011, registered Jan 4, 2012 (4 days) · Other
- Edward Jones to Garrison/Knight Financial Planningleft Jun 10, 2009, registered Jun 30, 2009 (20 days) · Other
Signals
- Lea Ann Garrison Knight left Better Money Decisions for Ep Wealth Advisors (registered 2025-09-16)Mar 9, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address