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.
Advisor moves
Arrivals at Garrison Asset Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Erin K Leonard | Raymond James & Associates, Inc. national BD | Garrison Asset Management, LLC other | Other | Sep 18, 2009 | Oct 5, 2009 |
| Shawn Michael Leonard | Colonial Institutional Investments, LLC unclassified | Garrison Asset Management, LLC other | Other | Dec 31, 2008 | Feb 27, 2008 |
| Janet Denise Anderson | Greenwood Gearhart, LLC other | Garrison Asset Management, LLC other | Other | Apr 29, 2005 | Jul 4, 2005 (66 d) |
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3 moves match.