Liam P Garvey

Current Employers

Employment History

• 01/2016 → 01/2023
  First Merchants Trust Co Na
  Muncie, IN
• 01/2016 → 04/2025
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2016 → 04/2025
  Cetera Investment Advisers Llc
  Munster, IN
• 01/2023 → Present
  Afin Family Wealth Management
  Munster, IN
• 02/2025 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2016-01-20 → 2025-04-01
  Cetera Investment Advisers Llc
  St. John, IN
  Munster, IN
  Munster, IN
• 2011-04-13 → 2015-12-21
  Osaic Institutions, Inc.
  St. John, IN
  Meriden, CT

Other Businesses

1. Little Heroes League, non investment related, 4044 North Lincoln Ave, #149, Chicago, IL 60618, Start 2018, non-profit organization, position: fundraising and ambassador for foundation, 2 hours per month outside of trading hours. 2. AFIN Family Wealth Management, investment related, same address as branch, Chief Financial Officer and owner, duties: tracking and analysis of financials of the company, 5 hours per month during trading hours, start 01/2023. 3. Mount Carmel High School, non investment related, 6410 S. Dante Ave, Chicago, IL 60637, local high school, board member and assistant hockey coach, start date: 01/2024, 60 hours per month outside of trading hours. 4. Fixed Insurance sales, investment related, same address as branch, sales of fixed annuity products, sales, 60 hours per month during trading hours. 5. Day One Provisions and Events (D.O.P.E.), non investment related, non-profit organization, start 01/2025, founder and owner, 2 hours per week outside of trading hours. 6. HERRRB Inc, LLC, investment related, 10163 Whitewater Crossing St. John, IN 46373, Real Estate & Business Investment, Owner (25%), start date 07/2025, 1 hours per week outside of trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-08
• S63 Uniform Securities Agent State Law Examination
  2005-01-06