Diana Lynn Sailler

Current Employers

Employment History

• 10/2005 → Present
  Lpl Financial Llc
  Redlands, CA
• 05/2020 → Present
  Kwb Wealth
  Redlands, CA

Other Businesses

1. 01/23/2014 - KWB & ASSOCIATES INC - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 8/7/2015 - KWB WEALTH MANAGERS GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/15/2000 - 160 Hours Per Month During Securities Trading. 3. 06/03/2019 - KWB Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/01/2019 - 160 Hours Per Month/100 Hours During Securities Trading. 4. 5/22/2020 - KWB Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/18/2020 - 160 Hours Per Month/110 Hours During Securities Trading - I provide investment advisory services through KWB Wealth, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 160 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. 5) 05/28/2025 - The Wayne R Stoddard Living Trust dtd 11/11/2011 - Not Inv. Related - Act in a Fiduciary Capacity - At Reported business locations - Start Date:04/17/2025 - 12 Hours Per Month/ 0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-08-21

Other Names

• Diana Lynn Fryer