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Diana Patricia Machado

Raymond James Financial Services Advisors, Inc

Stuart, FL

LPl Financial LLC

Stuart, FL

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-20
  • FL RA
    APPROVED
    Since 2026-08-20

Branch Locations

759 Sw Federal Hwy Ste 212, Stuart, FL 34994 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-20
  • FL RA
    APPROVED
    Since 2025-05-20

Branch Locations

759 Sw Federal Hwy, Ste. 212, Stuart, FL 34994 • 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
Cwm Tax Advisors Stuart FL 08/2019 Present
Sfs Tax & Accounting Services Stuart FL 12/2017 07/2019
Lpl Financial Llc Stuart FL 09/2024 08/2026
Unemployed Stuart FL 07/2016 11/2017
Cummings Wealth Management Stuart FL 06/2025 Present
Raymond James Financial Services, Inc. Stuart FL 08/2026 Present
Raymond James Financial Services Advisors, Inc. Stuart FL 08/2026 Present
Dm Consulting & Tax Services, Llc. Port Saint Lucie FL 06/2020 Present
  • 08/2019 → Present
    Cwm Tax Advisors
    Stuart, FL
  • 12/2017 → 07/2019
    Sfs Tax & Accounting Services
    Stuart, FL
  • 09/2024 → 08/2026
    Lpl Financial Llc
    Stuart, FL
  • 07/2016 → 11/2017
    Unemployed
    Stuart, FL
  • 06/2025 → Present
    Cummings Wealth Management
    Stuart, FL
  • 08/2026 → Present
    Raymond James Financial Services, Inc.
    Stuart, FL
  • 08/2026 → Present
    Raymond James Financial Services Advisors, Inc.
    Stuart, FL
  • 06/2020 → Present
    Dm Consulting & Tax Services, Llc.
    Port Saint Lucie, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
  • S66 Uniform Combined State Law Examination
    2025-05-16
Other Names
  • Diana Machado
  • Diana Patricia Rosero Perea

View on SEC IAPD

Other Firms

DUNN CAPITAL MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
JANNEY MONTGOMERY SCOTT LLC
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
DAYMARK WEALTH PARTNERS, LLC
SPECTRA INVESTMENT MANAGEMENT, LLC
FOGEL CAPITAL MANAGEMENT INC
INTEGRITT WEALTH MANAGEMENT, LLC

Other Investors

ANTHONY JAMES LOSH
JACQUELINE ANN BISHOP BURKE
CHARLENE THERESA LANGFORD
DEBORAH L VINCENT
JEFFREY AARON ATLAS
TANYA CELESTE WANDOFF
NANCY JEAN GOETHEL
GERALD DANIEL SAELZER

Other Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · STUART, FL
DAYMARK WEALTH PARTNERS, LLC · STUART, FL
SPECTRA INVESTMENT MANAGEMENT, LLC · STUART, FL
FOGEL CAPITAL MANAGEMENT INC · STUART, FL
INTEGRITT WEALTH MANAGEMENT, LLC · STUART, FL

More in Stuart, FL

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