Garrett Stewart Hoge

Current Employers

Employment History

• 04/1985 → Present
  Manufacturers Life Ins. Co.
  Pittsburgh, PA
• 01/1989 → Present
  Transamerica
  Pittsburgh, PA
• 02/1994 → Present
  Hoge Financial Services, Inc. Dba H Financial
  Cannonsburg, PA
• 10/1998 → Present
  General American Life Insurance Company
  St Louis, MO
• 06/2009 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Canonsburg, PA

Previous Registrations

• 2004-01-01 → 2009-06-17
  Cetera Advisors Llc
  Morgantown, WV
  Greenwood Village, CO
  Canonsburg, PA
• 2000-03-24 → 2004-01-01
  Vestax Securities Corporation
  Canonsburg, PA

Other Businesses

1. THE LAPLANTE FOUNDATION Position: Vice President | Nature: 501(c)(3) | Investment Related: No Hours: 1 | Securities Trading: 1 | Start: 10/29/2020 Address: 700 Village Dr., Fairmont, WV 26554 Description: Vet scholarship participants and assist with foundation operations. 2. H FINANCIAL MANAGEMENT (Hoge Financial Services, LLC DBA) Position: President | Investment Related: Yes Hours: 160 | Securities Trading: 120 | Start: 10/01/2009 Address: 400 Southpointe Blvd., Ste. 420, Canonsburg, PA 15317 Description: Investment advisory services. 3. GARRETT HOGE (Sole Proprietorship) Position: Agent | Investment Related: Yes Hours: 2 | Securities Trading: 8 | Start: 01/01/1983 Address: Same as above Description: Life insurance sales and service. 4–8. MERCHANT-RELATED ENTITIES (Merchant Investment Management, LLC; Merchant Investment Management Holdings, LLC; Merchant Wealth Management Holdings 3, LLC; Merchant Wealth Partners, LLC; MWP Advisory, LLC) Position: No active or passive participation | Investment Related: Yes Hours: 0 | Securities Trading: 0 | Start: 08/24/2021 Address: 660 Madison Ave., New York, NY 10065 Description: Relationship limited to Merchant Wealth Management Holdings 3, LLC’s ownership interest in Hoge Financial Holdings, LLC. No ownership, employment, compensation, advisory role, or services provided. 9. HOGE FINANCIAL SERVICES, LLC Position: Managing Member | Investment Related: Yes Hours: 0 | Securities Trading: 0 | Start: 08/24/2021 Address: 400 Southpointe Blvd., Ste. 420, Canonsburg, PA 15317 Description: SEC-registered RIA operating as H Financial Management (DBA). Provides investment advisory, financial planning, and retirement planning services. 10. HOGE FINANCIAL HOLDINGS, LLC Position: President | Investment Related: Yes Hours: 40 | Securities Trading: 160 | Start: 08/24/2021 Address: Same as above Description: Holding company managing ownership interests in affiliated businesses. No advisory or client-facing services; all advisory conducted through H Financial Management. 11. HOGE LEGACY, LLC Position: Managing Member | Investment Related: Yes Hours: 0 | Securities Trading: 0 | Start: 08/24/2021 Address: Same as above Description: Wholly owned holding company of Garrett Hoge. Activities limited to managing its own assets; no advisory, planning, or regulated financial services.

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-01-23
• S63 Uniform Securities Agent State Law Examination
  1985-07-23

Designations

Other Names

• Garrett Hoge