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John Joseph Cunningham

Reality Financial Planning Services, LLC

Sarasota, FL

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Current Employers
Reality Financial Planning Services, Llc

3947 Clark Road, Sarasota, FL 34233 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-11-16
  • FL RA
    APPROVED
    Since 2020-11-16

Branch Locations

3947 Clark Road, Sarasota, FL 34233 • 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
Global Financial Private Capital, Llc Sarasota FL 01/2015 05/2018
Tiaa Sarasota FL 05/2018 11/2020
Tiaa-Cref Individual & Institutional Services, Llc Sarasota FL 05/2018 11/2020
Reality Financial Planning Services, Llc Sarasota FL 11/2020 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-06-21
S65 Uniform Investment Adviser Law Examination 2015-09-01
  • S63 Uniform Securities Agent State Law Examination
    2018-06-21
  • S65 Uniform Investment Adviser Law Examination
    2015-09-01
Designations
Other Names
  • John Joseph Cunningham
  • John Cunningham

View on SEC IAPD

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