Diane Eloise Parker

Current Employers

Employment History

• 10/2014 → Present
  Sweeney Kovar Financial Advisors, Inc.
  Danville, CA
• 11/2023 → 09/2025
  Avantax Investment Services Inc.
  Danville, CA
• 11/2023 → 09/2025
  Avantax Advisory Services
  Danville, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Danville, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-09-16 → 2025-09-05
  Avantax Advisory Services
  Danville, CA
  Dallas, TX

Other Businesses

1) SWEENEY KOVAR FINANCIAL ADVISORS, INC. POSITION: Wealth Management Coordinator NATURE: Business offers financial advise to clients, security trading, financial plan creation, insurance products, and private placement investments as appropriate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/20/2014 ADDRESS: 3800 Blackhawk Road, Suite 100, Danville CA 94506, United States DESCRIPTION: Process money movements, provide client reports, process new acct and maintenance paperwork, maintain client records, provide direct client service 2) BEST FRIENDS PET SITTERS POSITION: Business Owner NATURE: Provides pet sitting services for client's pets in their home. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2023 ADDRESS: 6199 Lakeview Circle, San Ramon CA 94582, United States DESCRIPTION: Caring for client's pets in their home

Exams

• S66 Uniform Combined State Law Examination
  2024-09-16
• S63 Uniform Securities Agent State Law Examination
  2002-11-27

Other Names

• Diane E Parker