Darla Greer has been an investment adviser representative at Collaborative Wealth Management since June 2020, and is not listed among the firm’s executive officers or direct owners.
Collaborative Wealth Management, Inc. is a Lake Mary, FL firm with $653M under management, 937 clients and 9 advisers across 4 offices, as of its March 2026 filing.
Darla Greer’s longest registration was 8 years at Cetera Advisors LLC (2008–2016). Before joining Collaborative Wealth Management in 2020, Darla Greer was registered through Cetera Advisors LLC.
- Collaborative WealthCurrent– present · 6 yearsGainesville, FL · Adviser representative · Firm CRD 142106
- Cetera Advisors LLC– · 8 yearsGainesville, FL · Adviser representative · Firm CRD 10299
Investment adviser representative registrations
Darla Greer is registered as an investment adviser representative in Florida, since June 2020.
- FloridaSince 4 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 September 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 June 1981 |
| Series 7 | General Securities Representative Examination | 20 October 1979 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Darla Jean Greer
- CRD
- 873136
- Firm
- Collaborative Wealth Management · CRD 142106
- Office
- 4915 NW 43rd Street, Gainesville, FL 32606
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Darla Greer work?
Darla Greer is an investment adviser representative registered through Collaborative Wealth Management, Inc. since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Darla Greer a financial advisor?
Yes. Darla Greer has a current investment-adviser registration in Florida, through Collaborative Wealth Management since June 2020.
How many years of experience does Darla Greer have?
Darla Greer has 41 years in the financial industry, since March 1985, across 2 adviser firms.
What exams has Darla Greer passed?
Darla Greer has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in October 1979. FINRA credited Darla Greer with the SIE, which began in October 2018.
Where did Darla Greer work before Collaborative Wealth Management?
Before Collaborative Wealth Management, Darla Greer was registered through Cetera Advisors LLC, October 2008 to November 2016.
Where is Darla Greer based?
Darla Greer’s registered office is in Gainesville, FL.
Is Darla Greer registered with FINRA?
Yes. Darla Greer has a current broker registration, under CRD 873136.
Source: FINRA BrokerCheck
How can I verify Darla Greer’s record?
Search CRD 873136 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Darla Greer’s full registration record.
