Frank Diana

Current Employers

Employment History

• 03/2019 → Present
  Sterling Bridge Financial Group Llc
  New Port Richey, FL
• 06/2014 → Present
  Senior Benefit Resources
  New Port Richey, FL
• 04/2021 → Present
  Diana Landi Holdings Company
  Palm Harbor, FL
• 01/2022 → Present
  Frank Diana Inc
  New Port Richey, FL

Other Businesses

Senior Benefit Resources; ADV Category: insurance company or agency; Is the advisory affiliate principal control person: Yes; Legal name of business: Senior Benefit Resources; Is control related person: Yes; Is related person or RIA under common control: Yes; Is the related person registered with a foreign financial regulatory authority: No; Entail service on board of directors for a publicly traded company: No; Is the business investment related: Yes; Location of the business: 32801 US HWY 19 N Suite 200;Description of the business: Insurance agency that writes life insurance and fixed indexed annuities ; Position Title: Co-owner; Responsibilities Duties: Co-owns and operates this agency and writes the business for insurance companies. ; Start date with business: 2014-04-22; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 50. Diana Landi Holdings Company;Is the business investment related: No;Location of the business: 32801 US HWY 19 N Suite 200 Palm Harbor FL 34684 USA; Position Title: Title Manager; Start date with business: 2021-04-07;Hours per month devoted to business during trading hours: 1;Hours per month devoted to business outside trading hours: 0;Percentage of total yearly compensation expected to be derived from the business: 0;Will an IRS form for income earned be received: No; Frank Diana Inc;Is the business investment related: No;Location of the business: 5036 Oyster Cove New Port Richey FL 34652 USA; Position Title: Owner ;Start date with business: 2022-01-01;Hours per month devoted to business during trading hours: 1;Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;Will an IRS form for income earned be received: No;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-18