Darla Jean Greer

Current Employers

Employment History

• 08/1997 → 11/2016
  Falcon Financial
  Gainesville, FL
• 01/2013 → 11/2016
  Cetera Advisors Llc
  Denver, CO
• 11/2016 → 11/2018
  Lpl Financial Llc
  Gainesville, FL
• 12/2016 → 12/2018
  Collaborative Wealth
  Gainesville, FL
• 05/2020 → Present
  Lpl Financial, Llc
  Gainesville, FL
• 12/2019 → 12/2020
  Ww (Weight Watchers)
  Gainesville, FL
• 01/2019 → 12/2019
  Unemployed
  Gainesville, FL
• 05/2020 → Present
  Collaborative Wealth
  Gainesville, FL

Previous Registrations

• 2016-12-02 → 2018-12-06
  Collaborative Wealth
  Gainesville, FL
  Lake Mary, FL
• 2008-10-20 → 2016-11-11
  Cetera Advisors Llc
  Bainbridge, GA
  Gainesville, FL
  Gainesville, FL

Other Businesses

1)5/29/2020- Collaborative Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related - Gainesville, FL- start date 5/2020 - 100% 2) 6/8/2020 - Collaborative Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin. - Start Date: 5/19/20 - 80 Hours Per Month/4 Hours During Securities Trading - I provide administrative support to Collaborative Wealth, an independent investment advisor firm. I started this business activity in 06/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-29
• S63 Uniform Securities Agent State Law Examination
  1981-06-23

Other Names

• Darla Cooper Greer
• Darla Bennett
• Darla Jean Cooper