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Diana Lynn Covell

Dean Dorton Wealth Management, LLC

Lexington, KY

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Current Employers
Dean Dorton Wealth Management, Llc

250 W. Main Street Suite 1400, Lexington, KY 40507 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-10-01
NC RA APPROVED 2024-08-30
OH RA APPROVED 2024-08-30
KY RA APPROVED 2023-10-06
  • IN RA
    APPROVED
    Since 2024-10-01
  • NC RA
    APPROVED
    Since 2024-08-30
  • OH RA
    APPROVED
    Since 2024-08-30
  • KY RA
    APPROVED
    Since 2023-10-06

Branch Locations

250 W. Main Street Suite 1400, Lexington, KY 40507 • 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
Pnc Investments Potomac MD 06/2016 09/2016
Hd Vest Investment Services Harrodsburg KY 12/2016 06/2018
Hd Vest Advisory Services Harrodsburg KY 12/2016 06/2018
The Covell Co. Harrodsburg KY 09/2016 09/2019
Dean Dorton Wealth Management Lexington KY 08/2023 Present
Creative Financial Designs Kokomo IN 07/2018 08/2023
  • 06/2016 → 09/2016
    Pnc Investments
    Potomac, MD
  • 12/2016 → 06/2018
    Hd Vest Investment Services
    Harrodsburg, KY
  • 12/2016 → 06/2018
    Hd Vest Advisory Services
    Harrodsburg, KY
  • 09/2016 → 09/2019
    The Covell Co.
    Harrodsburg, KY
  • 08/2023 → Present
    Dean Dorton Wealth Management
    Lexington, KY
  • 07/2018 → 08/2023
    Creative Financial Designs
    Kokomo, IN
Previous Registrations
Other Businesses

Covell Cattle, Family farm-Part owner-80 hrs/mo-not investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-22
  • S66 Uniform Combined State Law Examination
    2013-01-22

View on SEC IAPD

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LPL ENTERPRISE, LLC
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Other Investors

MICHAEL JAMES BROWNELL
JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY
MARC ALLEN MOORE
AARON WILLIAM SEYFRIED
CARL LEE JINRIGHT
GEORGE DAVID PIERCE
JAMES MICHAEL THOMPSON

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY
CETERA INVESTMENT ADVISERS LLC · LEXINGTON, KY
INVEST INC. · LEXINGTON, KY
EAGLE STRATEGIES LLC · LEXINGTON, KY
LPL ENTERPRISE, LLC · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

More in Lexington, KY

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