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Diana Lynn Palmer

Family Financial Planning, LLC

Cortland, OH

Cortland, OH

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Current Employers
Family Financial Planning, Llc

Cortland, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2006-03-15
  • OH RA
    APPROVED
    Since 2006-03-15

Branch Locations

Cortland, OH • United States

Cortland, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Walnut Street Securities Inc St Louis MO 08/2002 Present
Diana L Palmer Cpa Inc Cortland OH 01/1998 Present
Family Financial Planning, Llc Cortland OH 02/2006 Present
  • 08/2002 → Present
    Walnut Street Securities Inc
    St Louis, MO
  • 01/1998 → Present
    Diana L Palmer Cpa Inc
    Cortland, OH
  • 02/2006 → Present
    Family Financial Planning, Llc
    Cortland, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-17
  • S66 Uniform Combined State Law Examination
    2004-04-17
Designations
Other Names
  • Diana Lynn Greenwood
  • Diana L Palmer

View on SEC IAPD

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