Legal Opinion
Garrison v. SagePoint Financial, Inc.
Court of Appeals of Washington
Decided January 20, 2015No. 69625-4-IPublishedCited by 5 opinions
1Opinion of the Court
¶1 — Mark M. Garrison was a licensed investment advisor and co-owner of a financial advice firm, Acumen Financial Group Inc. In 1999, Mark1 entered into an independent contractor agreement with AIG Financial *472Advisors Inc. to act as a registered securities representative (stockbroker). In 2002, Mark’s grandparents Jack and Charlotte Garrison established the Garrison Family LLC. In 2006, Jack and Charlotte transferred all of the assets of the LLC to the Jack M. Garrison and Charlotte L. Garrison Revocable Trust (Revocable Trust). The Revocable Trust designates Jack and Charlotte as the…
2Cases cited44 opinions
- Metge v. BaehlerCourt of Appeals for the Eighth Circuit · 1985
- Kay Hollinger Richard Llewelyn Jones Edward E. Nissen Judy D'Arcy K-Judy, Ltd. v. Titan Capital Corp. Emil Wilkowski Painter Financial Group, Ltd.Court of Appeals for the Ninth Circuit · 1990
- Merrill Lynch, Pierce, Fenner & Smith, Inc. v. WareSupreme Court of the United States · 1973
- Hearst Communications v. Seattle Times Co.Washington Supreme Court · 2005
- Hearst Communications, Inc. v. Seattle Times Co.Washington Supreme Court · 2005
39 more not listed; retrieve them via the Exa API.
3Cited by5 opinions
- Monique Messenger v. Shannon L. WhitemarshCourt of Appeals of Washington · 2020
- Garrison v. SagePoint Fin., Inc.Washington Supreme Court · 2015
- Garrison v. SagePoint Financial, Inc.Court of Appeals of Washington · 2014
- Horman v. Sunbelt Rentals IncDistrict Court, W.D. Washington · 2020
- Simmons v. McQueenDistrict Court, W.D. Washington · 2024