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Dianna Greiner

Singer Wealth Advisors LLC

Boca Raton, FL

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Current Employers
Singer Wealth Advisors Llc

1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-19
  • FL RA
    APPROVED
    Since 2025-12-19

Branch Locations

1515 S. Federal Highway Suite 302, Boca Raton, FL 33432 • 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
Singer Wealth Advisors Boca Raton FL 06/2024 Present
Truist Bank Orlando FL 12/2020 06/2024
The Glass Knife Orlando FL 08/2020 12/2020
Unemployed Orlando FL 03/2020 08/2020
Alex & Ani Orlando FL 03/2019 03/2020
Blalock Walter P.A Bradenton FL 07/2017 12/2018
Publix Bradenton FL 11/2016 11/2017
Unemployed Bradenton FL 12/2015 11/2016
  • 06/2024 → Present
    Singer Wealth Advisors
    Boca Raton, FL
  • 12/2020 → 06/2024
    Truist Bank
    Orlando, FL
  • 08/2020 → 12/2020
    The Glass Knife
    Orlando, FL
  • 03/2020 → 08/2020
    Unemployed
    Orlando, FL
  • 03/2019 → 03/2020
    Alex & Ani
    Orlando, FL
  • 07/2017 → 12/2018
    Blalock Walter P.A
    Bradenton, FL
  • 11/2016 → 11/2017
    Publix
    Bradenton, FL
  • 12/2015 → 11/2016
    Unemployed
    Bradenton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-20
  • S65 Uniform Investment Adviser Law Examination
    2025-11-20

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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