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Garrett James Smith

Garrison Point Capital, LLC

Eagle, ID

San Francisco, CA

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Current Employers
Garrison Point Capital, Llc

315 Montgomery Street Suite 900, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-05-20
TX RA APPROVED_RES 2012-11-19
CA RA APPROVED 2012-10-31
  • ID RA
    APPROVED
    Since 2021-05-20
  • TX RA
    APPROVED_RES
    Since 2012-11-19
  • CA RA
    APPROVED
    Since 2012-10-31

Branch Locations

Eagle, ID • United States

315 Montgomery Street Suite 900, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sf Sentry Securities, Inc. San Francisco CA 10/2012 11/2017
Garrison Point Capital, Llc San Francisco CA 10/2012 Present
Garrison Point Funds, Llc Walnut Creek CA 01/2013 12/2021
Garrison Point Advisors, Llc Walnut Creek CA 12/2017 03/2020
Garrison Point Holdings, Lp Walnut Creek CA 07/2018 Present
San Francisco Sentry Investment Group, Llc San Francisco CA 12/2012 11/2017
  • 10/2012 → 11/2017
    Sf Sentry Securities, Inc.
    San Francisco, CA
  • 10/2012 → Present
    Garrison Point Capital, Llc
    San Francisco, CA
  • 01/2013 → 12/2021
    Garrison Point Funds, Llc
    Walnut Creek, CA
  • 12/2017 → 03/2020
    Garrison Point Advisors, Llc
    Walnut Creek, CA
  • 07/2018 → Present
    Garrison Point Holdings, Lp
    Walnut Creek, CA
  • 12/2012 → 11/2017
    San Francisco Sentry Investment Group, Llc
    San Francisco, CA
Previous Registrations
  • 2016-02-26 → 2022-01-03
    Garrison Point Funds, Llc
    Walnut Creek, CA
  • 2018-03-24 → 2020-03-26
    Treehouse Wealth Advisors
    Walnut Creek, CA
  • 2012-11-30 → 2017-12-01
    San Francisco Sentry Investment Group
    San Francisco, CA
  • 2014-01-28 → 2014-12-31
    Garrison Point Funds, Llc
    San Francisco, CA
  • 2009-01-12 → 2012-10-24
    Barclays Capital Inc.
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-09
S63 Uniform Securities Agent State Law Examination 2007-09-15
  • S66 Uniform Combined State Law Examination
    2009-01-09
  • S63 Uniform Securities Agent State Law Examination
    2007-09-15
Other Names
  • Garrett Smith

View on SEC IAPD

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