Gregory Lewis Klar

Current Employers

Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-03-11

NJ RA
APPROVED

Since 2022-03-11

Branch Locations

One Giralda Farms Suite 130, Madison, NJ 07940 • 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

Organization	City	State	From	To
Tiaa-Cref Individual & Institutional Services, Llc	Roseland	NJ	09/2012	06/2021
Tiaa	Roseland	NJ	09/2012	06/2021
Sfi Advisors, Llc	Montclair	NJ	06/2021	02/2022
Mariner Wealth Advisors	Madison	NJ	02/2022	Present

09/2012 → 06/2021

Tiaa-Cref Individual & Institutional Services, Llc

Roseland, NJ
09/2012 → 06/2021

Tiaa

Roseland, NJ
06/2021 → 02/2022

Sfi Advisors, Llc

Montclair, NJ
02/2022 → Present

Mariner Wealth Advisors

Madison, NJ

Previous Registrations

2022-01-25 → 2022-09-22

Sfi Advisors, Llc

Montclair, NJ
2013-09-06 → 2020-11-13

Tiaa-Cref Individual & Institutional Services, Llc

Roseland, NJ

Other Businesses

GATHERINGHILL PROPERTIES LLC POSITION: Member NATURE: LLC that holds residential real estate property in the NJ area. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2016 ADDRESS: 17 Wadams Ct, West Orange NJ 07052 DESCRIPTION: Ownership of real estate property New Ventures AMZ, LLC, Investment related: N, Livingston, NJ, e-commerce platform, Managing Member, 06/30/2025, 3 hours per month, 0 hours during trading hours, Managing Member

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-12-26
S63	Uniform Securities Agent State Law Examination	2004-03-11

S65 Uniform Investment Adviser Law Examination

2012-12-26
S63 Uniform Securities Agent State Law Examination

2004-03-11

Designations

Other Names

Greg Lewis Klar

View on SEC IAPD