Diane M Greer

Current Employers

Employment History

• 08/2013 → 12/2021
  Kevin Dick Investment Management Group
  Payson, AZ
• 08/2013 → 12/2021
  Commonwealth Financial Network
  Waltham, MA
• 12/2021 → 05/2024
  Commonwealth Financial Network
  Waltham, MA
• 12/2021 → 05/2024
  Kdi Wealth Management
  Payson, AZ
• 05/2024 → Present
  Kestra Investment Services, Llc
  Scottsdale, AZ
• 05/2024 → Present
  Kestra Advisory Services, Llc.
  Scottsdale, AZ

Previous Registrations

• 2021-12-06 → 2024-05-03
  Commonwealth Financial Network
  Payson, AZ
  Scottsdale, AZ
  Payson, AZ
  Tucson, AZ
  Flagstaff, AZ
• 2009-01-22 → 2011-07-21
  Chase Investment Services Corp.
  Payson, AZ

Other Businesses

Business Name: KDI WEALTH MANAGEMENT POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 8901 E. Pima Center Parkway, Ste. 205, Scottsdale AZ 85258, United States DESCRIPTION: RR Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Ste. 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2021-11-30
• S63 Uniform Securities Agent State Law Examination
  2007-09-21

Other Names

• Diane Marie Goldschmidt
• Diane Marie Logan
• Diane Goldschmidt
• Diane Marie Greer