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Matthew Aaron Garrett

The Garrett Group

San Diego, CA

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Current Employers
The Garrett Group

1496 Neptune Ave, Encinitas, CA 92024 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

10188 Telesis Court Suite 130, San Diego, CA 92121 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
The Garrett Group San Diego CA 05/1997 Present
Tgg Management Company, Inc. Cardiff CA 05/2008 Present
  • 05/1997 → Present
    San Diego, CA
  • 05/2008 → Present
    Tgg Management Company, Inc.
    Cardiff, CA
Previous Registrations
  • 2008-05-22 → 2016-12-31
    Encinitas, CA
  • 2007-08-08 → 2008-04-16
    Kestra Investment Services, Llc
    Cardiff, CA
    San Diego, CA
Other Businesses

THE GARRETT GROUP - INDEPENDENT INSURANCE AGENT - INSURANCE SALES - SAN DIEGO, CA./RIA, INVESTMENT ADVISOR REP SAN ELIJO PARTNERS, LLC MANAGING MEMBER INVESTING IN SMALL BUSINESSES MIRA SORRENTO PROPERTIES.PROPERTY MANAGEMENT AND REAL ESTATE ACQUISITION.5355 MIRA SORRENTO PLACE SUITE 630 SAN DIEGO, CA 92121.METHOD OF COMPENSATION: PROFIT (LOSS) SHARING. BUSINESS CONSULTING. APPROXIMATELY, 20% OF MY TIME IS SPENT ON THIS ACTIVITY. 5355 MIRA SORRENTO PLACE SUITE 630 SAN DIEGO, CA 92121 IT INCLUDES STRATEGIC CONSULTING ON ACCOUNTING, OR OTHER BUSINESS PROCESS ISSUES. THIS IS A DBA UNDER THE SOUTHERN CALIFORNIA GARRETT GROUP, INC. AND BILLED AS THE GARRETT GROUP.METHOD OF COMPENSATION: NONE TGG MANAGEMENT COMPANY, INC; INVESTMENT RELATED; LOCATED AT 1953 SAN ELIJO AVE #203, CARDIFF, CA 92007; INVESTMENT ADVISORY SERVICES; START DATE 05/16/2008; 20 HRS/MONTH; STRATEGIC INFORMATION GROUP, INTERNATIONAL, NOT INVESTMENT RELATED, 1953 SAN ELIJO AVE STE 201, CARDIFF CA 92007. SOFTWARE SALES AND CONSULTING- BOARD MEMBER START 10/22/09

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-06
S63 Uniform Securities Agent State Law Examination 1997-07-21
  • S65 Uniform Investment Adviser Law Examination
    2007-08-06
  • S63 Uniform Securities Agent State Law Examination
    1997-07-21
Other Names
  • Matt Garrett
  • Matthew Aaron Garrett

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