Geoffrey H. Garrett
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Geoffrey Heath Garrett, who also goes by Geoff Garrett, Geoffrey H Garrett, was a registered financial professional .
Geoffrey is a previously registered financial professional and started their career in finance in 2009. Geoffrey had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 18, 2016 - January 22, 2024
ERICKSON WEALTH & TAX MANAGEMENT
February 10, 2014 - July 18, 2016
GARRETT ERICKSON FINANCIAL SERVICES LLC
October 29, 2009 - November 25, 2013
VSR FINANCIAL SERVICES, INC.
October 8, 2009 - November 25, 2013
VSR FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
ERICKSON WEALTH & TAX MANAGEMENT
CRD#: 127537 / SEC#:
Contact information
Red Flags
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