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.

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Registered advisor

G•••••• M•••••• C••••••

C••••• I••••••••• A••••••• L••BD affiliatedFranklin, Tndual registrantIAPD 6063382

Feed of 09/14/2026

Also filed as Garrett Culwell

At current firm

3 y

since Aug 10, 2023

In the industry

13 y

since Jan 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Aug 10, 2023 · Franklin, Tn
C•• S••••••••• L•• former
Aug 9, 2018 to Oct 22, 2021 · Austin, Tx
S••••••• F•••••••• S•••••••• I••• former
Dec 17, 2013 to Aug 10, 2023 · Austin, Tx
C•• S••••••••• L•• former
Dec 17, 2013 to Jan 28, 2016 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

S••••••• F•••••••• S•••••••• I••• to C•• S••••••••• L••
left Aug 10, 2023, registered Aug 9, 2018 (-1827 days) · RIA to affiliated broker-dealer or bank
C•• S••••••••• L•• to C••••• I••••••••• A••••••• L••
left Oct 22, 2021, registered Aug 10, 2023 (657 days) · Affiliated broker-dealer or bank to another · moved with a team
C•• S••••••••• L•• to S••••••• F•••••••• S•••••••• I•••
left Jan 28, 2016, registered Dec 17, 2013 (-772 days) · channel change inside one enterprise, not a move

Signals

Garrett Malcolm Culwell left Securian Financial Services, Inc. for Cri Securities, Llc (registered 2018-08-09)
Aug 10, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address