SARA REBECCA GARDNER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2016-12-02 | present | Yes |
| ELEVATED PLANNING | 2015-04-17 | 2016-12-05 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2007-04-04 | 2015-04-01 | — |
| TIAA-CREF TRUST COMPANY, FSB | 2004-09-24 | 2006-11-03 | — |
| COLUMBIA MANAGEMENT ADVISORS, INC. | 2003-11-26 | 2004-09-15 | — |