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Michael Greenleaf Garrison

Raymond James Financial Services Advisors, Inc

Centerville, MA

CRD 3214538

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-04
NM RA APPROVED 2012-09-17
CT RA APPROVED 2012-09-14
MA RA APPROVED 2011-01-10
  • TX RA
    APPROVED
    Since 2025-04-04
  • NM RA
    APPROVED
    Since 2012-09-17
  • CT RA
    APPROVED
    Since 2012-09-14
  • MA RA
    APPROVED
    Since 2011-01-10

Branch Locations

1550 Falmouth Rd Ste # 3, Centerville, MA 02632 • 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
Raymond James Financial Services, Inc Centerville MA 08/2010 Present
Raymond James Financial Services Advisors, Inc Centerville MA 01/2011 Present
Garrison Financial, Inc. West Chatham MA 09/2012 02/2022
Previous Registrations
  • 2018-04-10 → 2024-02-16
    Garrison Financial Planning, Inc.
    West Chatham, MA
Other Businesses

(1) Name of Business: Garrison Financial Address: 1550 Falmouth Rd. Ste. 3, Centerville, MA, 02632, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/28/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-11
  • S66 Uniform Combined State Law Examination
    2010-11-11
Designations
  • Certified Financial Planner
Other Names
  • Greenleaf Garrison

View on SEC IAPD

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