Diana Lj Harrison

Current Employers

Employment History

• 09/1992 → 09/2018
  Lewis And Harrison Cpa Group
  Portland, OR
• 06/2005 → Present
  Financial Investment Team, Inc. (Fka Harrison & Assoc. Wealth M)
  Portland, OR
• 06/2016 → Present
  Peak Brokerage Services, Llc
  Jupiter, FL
• 12/2013 → 12/2016
  Divorce Asset Solutions, Llc
  Portland, OR
• 09/2018 → Present
  Plus Tax, Inc. (Fka Diana Lj Harrison Cpa, Inc.)
  Portland, OR

Other Businesses

1) Name of Business: Financial Investment Team, Inc. Investment Related: Yes Principal Office Address: 15350 SW Sequoia Parkway, Suite 150, Portland, OR 97224 Business Nature: Independent Registered Investment Advisor Position: Owner/Investment Advisor Representative Start Date: 6/2005 Approximate Number of Hours/Month Devoted to this Business: 200 Approximate Number of Hours/Month Devoted to this Business During Trading Hours: 160 Duties: Investment advisory and planning services, Manage the firm, Board of Directors 2) Name of Business: Plus Tax, Inc. (fka Diana LJ Harrison CPA, Inc.) Investment Related: No Principal Office Address: 15350 SW Sequoia Parkway, Suite 150, Portland, OR 97224 Business Nature: Tax Planning and Preparation Services Position: Owner/CPA Start Date: 9/2018 Approximate Number of Hours/Month Devoted to this Business (outside of tax season): 15 Approximate Number of Hours/Month Devoted to this Business During Trading Hours (outside of tax season): 15 Approximate Number of Hours/Month Devoted to this Business (during tax season, Feb. 1 through April 17): 80 Approximate Number of Hours/Month Devoted to this Business During Trading Hours (during tax season, Feb. 1 through April 17): 20 Duties: Tax Planning and Preparation, Board of Directors 3) Business entity: Thunder Paws Farm, LLC; Business Activity: Hourly rental of dog training area; Address: Washington; Duties of Position: Collect rent; Title: Member; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2001-06-05

Designations

Other Names

• Diana Lee Jensen
• Diana L Harrison