Diane V. Lindsay

Current Employers

Employment History

• 09/1990 → 10/2023
  Cadaret, Grant & Co., Inc.
  Goshen, NY
• 05/1988 → Present
  Lindsay Financial Services
  Goshen, NY
• 10/2023 → 06/2024
  Securities America, Inc.
  Goshen, NY
• 10/2023 → 06/2024
  Securities America Advisors
  Goshen, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Goshen, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Goshen, NY

Previous Registrations

• 2023-10-31 → 2024-06-14
  Securities America Advisors, Inc.
  Goshen, NY
• 2021-05-04 → 2023-11-03
  Cadaret, Grant & Co., Inc.
  Goshen, NY
  Syracuse, NY

Other Businesses

METRO DI POSITION: Agent NATURE: Disability General Agency INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/15/2023 ADDRESS: 350 Jericho Turnpike, Suite #306, Jericho NY 11753 DESCRIPTION: Disability Insurance Sales YANKEE ADVISOR NETWORK LLC POSITION: Agent NATURE: Fixed Life and Fixed Annuity General Agency INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/15/2023 ADDRESS: 14 Church Hill Rd, Newtown CT 06470 DESCRIPTION: Fixed Life and Fixed Annuity Sales SELECT WEALTH PARTNERS POSITION: Independent Wealth Advisor NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/15/2023 ADDRESS: 2354 State Route 17A, Goshen NY 10924 DESCRIPTION: Marketing and training SAA POSITION: Investment Advisor Representative NATURE: Advisory Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/15/2023 ADDRESS: 2354 State Route 17A, Goshen NY 10924 DESCRIPTION: Managing client investments DIANE V LINDSAY CPA POSITION: CPA NATURE: Certified Public Accountant licensed to practice by the state of NY INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1995 ADDRESS: 4 Murray Ave, Goshen NY 10924 DESCRIPTION: small business and individual tax preparation and consulting DBA - Select Wealth Partners SELECT TAX & ACCOUNTING TEAM POSITION: Officer/Director NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/04/2024 ADDRESS: 2354 Route 17A, Goshen NY 10924, United States DESCRIPTION: I am a CPA and will provide accounting and tax preparation services and administration of business operations.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-06-10

Other Names

• Diane Verna Lindsay
• Diane V. Lindsay Mcmahon
• Diane Lindsay Mcmahon