# SARA REBECCA GARDNER

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2016-12-02 | present | Yes |
| [ELEVATED PLANNING](https://search.stillhousedata.com/firm/175333) | 2015-04-17 | 2016-12-05 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2007-04-04 | 2015-04-01 | — |
| [TIAA-CREF TRUST COMPANY, FSB](https://search.stillhousedata.com/firm/108579) | 2004-09-24 | 2006-11-03 | — |
| [COLUMBIA MANAGEMENT ADVISORS, INC.](https://search.stillhousedata.com/firm/105842) | 2003-11-26 | 2004-09-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3027340)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3027340.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.