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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••••• C•••• G••••••
- Professional profile
- linkedin.com/in/joshua-casey-garland-cfp%C2%AE-8054b5218reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- S••••••• W••••• M••••••••• independent RIA currentsince Jun 4, 2021 · Cincinnati, Oh
- T• A••••••••• I••••••••• M••••••••• L•• formerOct 13, 2015 to Dec 26, 2019 · Cincinnati, Oh
- T• A••••••••• I••• formerOct 13, 2015 to Dec 26, 2019 · Cincinnati, Oh
- T• A••••••••• I••••••••• M••••••••• L•• formerSep 22, 2014 to Jul 20, 2015 · Cincinnati, Oh
- T• A••••••••• I••• formerSep 22, 2014 to Jul 20, 2015 · Cincinnati, Oh
- S•••••••• A••••••• L•• national BDMar 5, 2012 to Sep 17, 2014 · Covington, Ky
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Dec 26, 2019, registered Oct 13, 2015 (-1535 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••• to S••••••• W••••• M•••••••••left Dec 26, 2019, registered Jun 4, 2021 (526 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Jul 20, 2015, registered Sep 22, 2014 (-301 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Jul 20, 2015, registered Oct 13, 2015 (85 days) · channel change inside one enterprise, not a move
- S•••••••• A••••••• L•• to T• A••••••••• I••••••••• M••••••••• L••left Sep 17, 2014, registered Sep 22, 2014 (5 days) · Other
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address