Diane Marie Eshelman

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-04-02
OH	RA	APPROVED	2025-04-02

FL RA
APPROVED

Since 2025-04-02
OH RA
APPROVED

Since 2025-04-02

Branch Locations

Clearwater, FL • United States

Coshocton, 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

Organization	City	State	From	To
Raymond James & Associates	St. Petersburg	FL	10/1999	04/2025
Lpl Financial Llc	Coshocton	OH	04/2025	Present

10/1999 → 04/2025

Raymond James & Associates

St. Petersburg, FL
04/2025 → Present

Lpl Financial Llc

Coshocton, OH

Previous Registrations

2005-11-17 → 2025-04-08

Raymond James & Associates, Inc.

St. Petersburg, FL

St. Petersburg, FL

Troy, MI

Largo, FL

Coshocton, OH

Other Businesses

1. 04/2025- Puzzle Wealth Solutions- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 04/2025- Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 3. 11/14/2025 - Chad & Diane Eshelman- Real Estate Rental- 1568, Clearwater, FL - Investment Related- Start Date 10/15/2025 - 1 hour per month/ during trading 4. 11/14/2025 - Chad & Diane Eshelman- Real Estate Rental- 1574/1576 Clearwater, FL - Investment Related- Start Date 10/22/2025 - 1 hour per month/ during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-11-02
S63	Uniform Securities Agent State Law Examination	2001-08-25

S65 Uniform Investment Adviser Law Examination

2005-11-02
S63 Uniform Securities Agent State Law Examination

2001-08-25

Designations

Other Names

Diane Marie Lonsbury
De M Eshelman

View on SEC IAPD