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
Martin Andrew Garrison
Certified Financial Planner
Feed of 09/15/2026
Also filed as Martin Andy Garrison
At current firm
3 y
since Oct 4, 2022
In the industry
19 y
since May 19, 2007 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Advisory Services Network independent RIA currentsince Oct 4, 2022 · Atlanta, Ga
- Mariner Wealth Advisors formerSep 20, 2017 to Mar 31, 2018 · Overland Park, Ks
- Firstpoint Financial, LLC formerMay 21, 2015 to Mar 22, 2017 · Overland Park, Ks
- Mariner BD affiliatedMar 17, 2015 to Oct 4, 2022 · Overland Park, Ks
- Mariner Wealth Advisors formerOct 3, 2014 to Sep 20, 2017 · Overland Park, Ks
- Firstpoint Financial, LLC formerOct 3, 2014 to Jan 21, 2016 · Leawood, Ks
- Triune Financial Partners, LLC independent RIASep 23, 2013 to Oct 9, 2014 · Overland Park, Ks
- Charles Schwab & Co., Inc. national BDSep 29, 2009 to Oct 14, 2013 · Leawood, Ks
- Ameriprise Financial Services, LLC national BDMay 21, 2007 to Sep 15, 2009 · Lawrence, Ks
Moves
a registration end followed by a registration begin elsewhere
- Mariner to Firstpoint Financial, LLCleft Oct 4, 2022, registered May 21, 2015 (-2693 days) · Other
- Mariner Wealth Advisors to Advisory Services Networkleft Mar 31, 2018, registered Oct 4, 2022 (1648 days) · Other
- Mariner Wealth Advisors to Marinerleft Sep 20, 2017, registered Mar 17, 2015 (-918 days) · Other
- Firstpoint Financial, LLC to Mariner Wealth Advisorsleft Mar 22, 2017, registered Sep 20, 2017 (182 days) · channel change inside one enterprise, not a move
- Firstpoint Financial, LLC to Mariner Wealth Advisorsleft Jan 21, 2016, registered Oct 3, 2014 (-475 days) · channel change inside one enterprise, not a move · moved with a team
- Triune Financial Partners, LLC to Firstpoint Financial, LLCleft Oct 9, 2014, registered Oct 3, 2014 (-6 days) · Other
- Charles Schwab & Co., Inc. to Triune Financial Partners, LLCleft Oct 14, 2013, registered Sep 23, 2013 (-21 days) · Other
- Ameriprise Financial Services, LLC to Charles Schwab & Co., Inc.left Sep 15, 2009, registered Sep 29, 2009 (14 days) · Affiliated broker-dealer or bank to another
Signals
- Martin Andrew Garrison left Mariner for Firstpoint Financial, Llc (registered 2015-05-21)Oct 4, 2022 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address