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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-03-31 |
| TX | RA | APPROVED | 2021-03-31 |
Branch Locations
8170 Maple Lawn Blvd Suite 100, Fulton, MD 20759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Management Group, Llc | Fulton | MD | 01/2003 | 12/2017 |
| Wealthspire Advisors | Fulton | MD | 01/2018 | Present |
Mr. Garrison serves as a Board Member "at large", Treasurer, and Member of the finance committee for "Leadership Howard County, Inc." "LHC"). Mr. Garrison started in his position at LHC on July 1, 2018 and does not receive any compensation for his service. He devotes approximately 3 hours per month to his duties at LHC, which is during securities trading hours. LHC is a "non-stock" Maryland corporation and public charity under the Internal Revenue Code. The present address of the principal office is: 6760 Alexander Bell Drive, Suite 260, Columbia, Maryland 21046. LHC's operating objectives are not investment-related. LHC selects and mentors Howard County residents through various leadership programs and events to cultivate community development and to provide a network of community leaders. However, Mr. Garrison's duties are somewhat "investment-related" as they pertain to assisting LHC: in the implementation of investment policy, defining investment objectives, recommending or evaluating portfolio managers, investment managers, and custodians.
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