Darla J. Greer

COLLABORATIVE WEALTH

Gainesville, FL 32606

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CRD#: 873136

Professional summary

Darla Jean Greer, who also goes by Darla Bennett, Darla Jean Cooper, Darla Cooper Greer, is a registered financial advisor currently at COLLABORATIVE WEALTH located in Gainesville, Florida and LPL FINANCIAL LLC located in Pendleton, South Carolina.

Darla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1979. Darla has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darla Bennett | Darla Jean Cooper | Darla Cooper Greer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darla Jean Greer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 4, 2020 - Present

COLLABORATIVE WEALTH

Office #1: 4915 Nw 43rd Street, Gainesville, FL 32606

RIA

CRD#: 142106

Gainesville, FL

Current

May 29, 2020 - Present

LPL FINANCIAL LLC

Office #2: 4915 Nw 43rd Street, Gainesville, FL 32606

RIA

CRD#: 6413

PENDLETON, SC

Past

December 2, 2016 - December 6, 2018

COLLABORATIVE WEALTH

RIA

CRD#: 142106

Gainesville, FL

Past

November 7, 2016 - November 26, 2018

LPL FINANCIAL LLC

CRD#: 6413

GAINESVILLE, FL

Past

October 20, 2008 - November 11, 2016

CETERA ADVISORS LLC

RIA

CRD#: 10299

GAINESVILLE, FL

Past

January 1, 2004 - November 11, 2016

CETERA ADVISORS LLC

CRD#: 10299

GAINESVILLE, FL

Past

June 18, 1999 - July 26, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

February 25, 1998 - January 1, 2004

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

January 1, 1990 - August 6, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

March 27, 1989 - July 5, 1989

GRIFFIN FINANCIAL SERVICES

CRD#: 10823

Past

May 28, 1987 - August 6, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

September 12, 1985 - June 23, 1986

FINANCIAL PLANNERS EQUITY CORPORATION

CRD#: 7420

Past

May 17, 1983 - September 26, 1983

MORGAN STANLEY DW INC.

CRD#: 7556

Past

March 9, 1981 - November 18, 1982

MORGAN STANLEY DW INC.

CRD#: 7556

Past

November 1, 1979 - April 6, 1981

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLLABORATIVE WEALTH

CRD#: 142106 / SEC#: 801-80100

RIA

Registered Investment Advisory firm - (8/6/2014 Approved)

Indiana

Registered Investment Advisory firm - (12/23/2008 Terminated)

Texas

Registered Investment Advisory firm - (8/7/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(5/29/2020)

IAR

Florida
(6/4/2020)

South Carolina
(9/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/29/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/23/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/1979

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

COLLABORATIVE WEALTH

CRD#: 142106 / SEC#: 801-80100

RIA

Registered Investment Advisory firm - (8/6/2014 Approved)

Indiana

Registered Investment Advisory firm - (12/23/2008 Terminated)

Texas

Registered Investment Advisory firm - (8/7/2014 Terminated)

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Contact information

Main Address

972 International Parkway, Lake Mary, FL 32746

Mailing Address

Phone number

(407) 792-3336

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COLLABORATIVE WEALTH ADV PART 2A (1/29/2025)

Regulatory assets under management

Total Number of Accounts	1,810
AUM (Assets Under Management)	$ 564,031,327

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Darla J. Greer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darla Jean Greer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

COLLABORATIVE WEALTH

LPL FINANCIAL LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

UBS FINANCIAL SERVICES INC.

IFG NETWORK SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

GRIFFIN FINANCIAL SERVICES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FINANCIAL PLANNERS EQUITY CORPORATION

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

COLLABORATIVE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2008

Series 63

Date: 6/23/1981

SIE

Date: 10/1/2018

Series 7

Date: 10/20/1979

FINRA

Current Firm

COLLABORATIVE WEALTH

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLLABORATIVE WEALTH

TRUST BUT VERIFY

Contact information

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