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
Garrett Adams
Feed of 09/14/2026
At current firm
4 y
since Jan 4, 2022
In the industry
11 y
since Apr 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Hub Investment Partners, LLC independent RIA currentsince Jan 4, 2022 · Austin, Tx
- Hub Investment Partners, LLC independent RIAJul 3, 2020 to Dec 31, 2021 · Austin, Tx
- Tcg Advisors, LP formerOct 4, 2018 to Dec 8, 2020 · Fort Worth, Tx
- Edward Jones national BDJun 23, 2015 to Mar 27, 2018 · Maryland Heights, Mo
Moves
a registration end followed by a registration begin elsewhere
- Tcg Advisors, LP to Hub Investment Partners, LLCleft Dec 8, 2020, registered Jul 3, 2020 (-158 days) · Other · moved with a team
- Edward Jones to Tcg Advisors, LPleft Mar 27, 2018, registered Oct 4, 2018 (191 days) · Other
Signals
No dated event on this person.
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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address