Garrett Stephens

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-11

Branch Locations

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

Organization	City	State	From	To
Corient Services Llc	Miami	FL	06/2023	Present
Corient	Newport Beach	CA	06/2023	Present
Strategic Financial Partners, Llc	Knoxville	TN	02/2023	05/2023
Enterprise Rent-A-Car	Charleston	SC	06/2022	08/2022
Indian Bayou Golf Club	Destin	FL	06/2021	08/2021
The University Of Tennessee	Knoxville	TN	08/2019	05/2023
Pope Saint John Paul Ii Preparatory School	Hendersonville	TN	08/2015	04/2019
Unemployed	Knoxville	TN	05/2019	05/2021

06/2023 → Present

Corient Services Llc

Miami, FL
06/2023 → Present

Corient

Newport Beach, CA
02/2023 → 05/2023

Strategic Financial Partners, Llc

Knoxville, TN
06/2022 → 08/2022

Enterprise Rent-A-Car

Charleston, SC
06/2021 → 08/2021

Indian Bayou Golf Club

Destin, FL
08/2019 → 05/2023

The University Of Tennessee

Knoxville, TN
08/2015 → 04/2019

Pope Saint John Paul Ii Preparatory School

Hendersonville, TN
05/2019 → 05/2021

Unemployed

Knoxville, TN

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-11

Other Firms