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Greater Financial CRD 342073
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-07 |
Branch Locations
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-12 |
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