Dianna Marie Burkholder

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 08/2020
  Edward Jones
  St Louis, MO
• 08/2020 → Present
  Raymond James Financial Services, Inc.
  Gretna, VA
• 08/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Gretna, VA
• 08/2020 → 03/2023
  Concurrent Advisors Support Company/Dba (Non-Owner)
  Gretna, VA
• 08/2020 → Present
  Wayfinder Wealth Management Support Company/Dba (Owner)
  Gretna, VA
• 08/2020 → Present
  Wayfinder Wealth Management
  Gretna, VA

Previous Registrations

• 2009-06-17 → 2020-08-17
  Edward Jones
  St Louis, MO
  Altavista, VA
  Jeffersonville, IN
  Altavista, VA

Other Businesses

(1)Name of Business: Light Money Address: 206 Music St S, Gretna, VA, 24557, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/14/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a shell corporation for a branding arm of Wayfinder Wealth Management and the Lightmoney.com website. Lightmoney.com is a website that is under RJ's supervision. (2)Name of Business: Wayfinder Wealth Management Address: 101 N Main St, Gretna, VA, 24557, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/14/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Management company DBA for RJFS.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-12
• S63 Uniform Securities Agent State Law Examination
  2005-08-05

Other Names

• Dianna M Tapp
• Dianna M Johnson