John Joseph Cunningham

Employer firm

Reality Financial Planning Services, LLC CRD 143352

$126M regulatory AUM 29 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 05/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 05/2018 → 11/2020
  Tiaa
  Sarasota, FL
• 05/2018 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Sarasota, FL
• 11/2020 → Present
  Reality Financial Planning Services, Llc
  Sarasota, FL

Previous Registrations

• 2018-06-08 → 2020-11-05
  Tiaa-Cref Individual & Institutional Services, Llc
  Sarasota, FL
• 2015-09-11 → 2018-05-14
  Global Financial Private Capital, Inc.
  Sarasota, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-06-21
• S65 Uniform Investment Adviser Law Examination
  2015-09-01

Designations

• Certified Financial Planner

Other Names

• John Joseph Cunningham
• John Cunningham