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.
Garth Ovead Moreau
- Title
- Financial Advisorreportedoxenfreefinancial.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Oxenfree Financial independent RIA currentsince Jul 10, 2023 · Melbourne, Fl
- Cetera Investment Advisers LLC BD affiliatedJun 15, 2023 to Jul 28, 2023 · Bokeelia, Fl
- Affinity Financial Advisors formerMay 26, 2020 to Oct 6, 2023 · Bokeelia, Fl
- Cetera Advisor Networks LLC formerNov 19, 2014 to Jun 29, 2023 · Bradenton, Fl
- Edward Jones national BDMay 8, 2008 to Nov 18, 2014 · Niceville, Fl
- Affinity Financial Advisors to Cetera Investment Advisers LLCleft Oct 6, 2023, registered Jun 15, 2023 (-113 days) · RIA to affiliated broker-dealer or bank
- Cetera Investment Advisers LLC to Oxenfree Financialleft Jul 28, 2023, registered Jul 10, 2023 (-18 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Cetera Advisor Networks LLC to Affinity Financial Advisorsleft Jun 29, 2023, registered May 26, 2020 (-1129 days) · Affiliated broker-dealer or bank to independent RIA
- Edward Jones to Cetera Advisor Networks LLCleft Nov 18, 2014, registered Nov 19, 2014 (1 days) · Other
- Garth Ovead Moreau left Affinity Financial Advisors for Cetera Investment Advisers Llc (registered 2023-06-15)Oct 6, 2023 · Advisor changed firm · fact
- Garth Ovead Moreau left Cetera Investment Advisers Llc for Oxenfree Financial (registered 2023-07-10)Jul 28, 2023 · Advisor changed firm · fact
- Garth Ovead Moreau left Cetera Advisor Networks Llc for Affinity Financial Advisors (registered 2020-05-26)Jun 29, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address