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.
Michael J Garcia
- Title
- Financial Advisorreportedbriacg.comfirm site, Sep 16, 2026
- Direct business phone
- 813-678-2726reportedbriacg.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.
- Bria Capital Group, LLC independent RIA currentsince Nov 19, 2025 · Wesley Chapel, Fl
- Oneamerica Securities, Inc. BD affiliatedNov 3, 2023 to Nov 10, 2025 · Indianapolis, In
- Eagle Strategies LLC BD affiliatedMar 17, 2023 to Oct 17, 2023 · Wesley Chapel, Fl
- Capital Analysts BD affiliatedAug 1, 2022 to Jan 2, 2023 · Lutz, Fl
- Lincoln Investment independent RIAJul 27, 2022 to Jan 2, 2023 · Lutz, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedMar 14, 2020 to Feb 10, 2022 · Lutz, Fl
- Oneamerica Securities, Inc. to Bria Capital Group, LLCleft Nov 10, 2025, registered Nov 19, 2025 (9 days) · Affiliated broker-dealer or bank to independent RIA
- Eagle Strategies LLC to Oneamerica Securities, Inc.left Oct 17, 2023, registered Nov 3, 2023 (17 days) · Affiliated broker-dealer or bank to another
- Capital Analysts to Eagle Strategies LLCleft Jan 2, 2023, registered Mar 17, 2023 (74 days) · Affiliated broker-dealer or bank to another
- Lincoln Investment to Capital Analystsleft Jan 2, 2023, registered Aug 1, 2022 (-154 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Raymond James Financial Services Advisors, Inc to Lincoln Investmentleft Feb 10, 2022, registered Jul 27, 2022 (167 days) · Affiliated broker-dealer or bank to independent RIA
- Michael J Garcia left Oneamerica Securities, Inc. for Bria Capital Group, Llc (registered 2025-11-19)Nov 10, 2025 · Advisor changed firm · fact
- Michael J Garcia left Eagle Strategies Llc for Oneamerica Securities, Inc. (registered 2023-11-03)Oct 17, 2023 · Advisor changed firm · fact
- Michael J Garcia left Capital Analysts for Eagle Strategies Llc (registered 2023-03-17)Jan 2, 2023 · Advisor changed firm · fact
- Michael J Garcia left Lincoln Investment for Capital Analysts (registered 2022-08-01)Jan 2, 2023 · Advisor changed firm · fact
- Michael J Garcia left Raymond James Financial Services Advisors, Inc for Lincoln Investment (registered 2022-07-27)Feb 10, 2022 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address