Diana Lynne Todd

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 01/2023 → 02/2023
  Unemployed
  Indianapolis, IN
• 03/2023 → Present
  Equtiable Advisors, Llc
  New York, NY
• 12/2016 → 12/2022
  Ladybug Collaborative Inc.
  Indianapolis, IN
• 03/2022 → 08/2022
  Kore 1, Llc
  Irvine, CA
• 08/2017 → 12/2019
  Mycoi, Llc
  Indianapolis, IN
• 02/2013 → 08/2017
  First Merchants Bank
  Muncie, IN
• 03/2017 → 06/2023
  Rental Property- Real Estate
  Indianapolis, IN
• 07/2020 → 01/2022
  Lyft
  Indianapolis, IN
• 08/2014 → Present
  American Bankers Association- Stonier Graduate School Of Banking
  Indianapolis, IN

Other Businesses

Power of Attorney- Father American Bankers Association- Stonier Graduate School of Banking, Not-investment related, Education, Capstone Advisor, Started 08/2014, 0-5 hours per week,

Exams

• S66 Uniform Combined State Law Examination
  2023-03-26
• S63 Uniform Securities Agent State Law Examination
  2011-11-18

Other Names

• Diana Lynne Todd
• Diana Lynne Todd Morris
• Diana Lynne Morris