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Carolina Alicia Martinez

Greater Financial

Sarasota, FL

CRD 7267625

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Employer firm

Greater Financial CRD 342073

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • ASSETS UNDER ADVISEMENT AND COACHING

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

Current Employers
Greater Financial

1990 Main Street Suite 750, Sarasota, FL 34236 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-07
  • FL RA
    APPROVED
    Since 2026-08-07

Branch Locations

1990 Main Street Suite 750, Sarasota, FL 34236 • 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
Hidalgo Group Llc Medley FL 02/2018 11/2025
Esterline Technologies Bellevue WA 10/2016 02/2018
Aramark Bellingham WA 07/2016 10/2016
Lpl Financial Llc Yakima WA 06/2020 11/2020
Royal Alliance Associates, Inc. Yakima WA 12/2020 06/2022
The Pacific Financial Group, Inc. Bellevue WA 05/2022 12/2022
Bison Wealth, Llc Atlanta GA 01/2023 12/2024
John 15:13 Llc Dba Cashflow With Carolina Parrish FL 03/2025 Present
John15:13 Llc Dba Greater Financial Sarasota FL 05/2026 Present
  • 02/2018 → 11/2025
    Hidalgo Group Llc
    Medley, FL
  • 10/2016 → 02/2018
    Esterline Technologies
    Bellevue, WA
  • 07/2016 → 10/2016
    Aramark
    Bellingham, WA
  • 06/2020 → 11/2020
    Lpl Financial Llc
    Yakima, WA
  • 12/2020 → 06/2022
    Royal Alliance Associates, Inc.
    Yakima, WA
  • 05/2022 → 12/2022
    Bellevue, WA
  • 01/2023 → 12/2024
    Bison Wealth, Llc
    Atlanta, GA
  • 03/2025 → Present
    John 15:13 Llc Dba Cashflow With Carolina
    Parrish, FL
  • 05/2026 → Present
    John15:13 Llc Dba Greater Financial
    Sarasota, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-12
  • S66 Uniform Combined State Law Examination
    2020-12-12
Designations
  • Chartered Financial Consultant
Other Names
  • Carolina Alicia Garcia
  • Carolina Martinez

View on SEC IAPD

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