Diane Marie Pearson

Current Employers

Employment History

• 01/1994 → 08/2019
  Legend Financial Advisors Inc
  Pittsburgh, PA
• 09/2009 → 08/2019
  Emergingwealth Investment Management, Inc.
  Pittsburgh, PA
• 09/2019 → Present
  Cgn Advisors, Llc
  Manhattan, KS

Previous Registrations

• 2009-10-28 → 2020-05-14
  Emergingwealth Investment Management, Inc.
  Pittsburgh, PA
• 1998-08-13 → 2019-08-30
  Legend Financial Advisors Inc
  Pittsburgh, PA

Other Businesses

1. Leadership team; 100 Women Who Care Pittsburgh; Is the business investment related: No; Location of the business: 5709 Solway Street Pittsburgh PA 15217 United States; Description of the business: Chartible giving circle; Responsibilities Duties: Assist in coordination of meetings. ; Start date with business: 2023-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0; 2. Board of Advisors for the Finance department; Robert Morris University Department of Finance; Is the business investment related: No; Location of the business: 6001 University Boulevard Moon Twp. PA 15108 United States; Description of the business: Private University; Responsibilities Duties: Meeting with the Finance department head to develop strategies to enhance the studies of the Finance and Financial Planning undergraduate students.; Start date with business: 2023-10-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 3. Garrett Planning Network Alliance; Member; business investment related: No; Description: The GPN Alliance serves as a visionary leader of accessible advice by creating a corporate structure for Garrett Planning Network members to be engaged in the strategic future of their professional network group. Its members include GPN members as well as other industry leaders passionate about delivering Fee-Only, Advice-Only, Accessible financial planning services.; Responsibilities Duties: Can have a voice and a vote in the direction of Garrett Planning Network.; Start date: 2024-07-01; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Chuck Clifton; Website address for the organization: https://gpnalliance.org.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-19
• S63 Uniform Securities Agent State Law Examination
  1991-10-15

Designations

Other Names

• Diane Marie Leonard