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DE

Diana L. Ewing

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CRD#: 1238015
DE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Diana Lynn Ewing, who also goes by Diana Lynn Lemaster, was a registered financial professional .

Diana is a previously registered financial professional and started their career in finance in 1989. Diana had worked at 4 firms and has passed the Series 63, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Diana Lynn Lemaster

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 2, 2012 - June 2, 2014

ROSS, SINCLAIRE & ASSOCIATES, LLC

BD
CRD#: 25440
ST. PETERSBURG, FL
Past

October 11, 2006 - January 24, 2012

STEPHENS

BD
CRD#: 3496
ST PETERSBURG, FL
Past

September 15, 2004 - September 29, 2006

R.W. SMITH & ASSOCIATES, LLC

BD
CRD#: 16605
ST. PETERSBURG, FL
Past

November 24, 1992 - December 31, 2002

WILLIAM R. HOUGH & CO.

RIA
CRD#: 2235
ST. PETERSBURG, FL
Past

January 24, 1989 - February 27, 2004

WILLIAM R. HOUGH & CO.

BD
CRD#: 2235
ST. PETERSBURG, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/5/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RS
ROSS, SINCLAIRE & ASSOCIATES, LLC
CLIENTFIRST FINANCIAL STRATEGIES | RSA SECURITIES, INC. | ROSS, SINCLAIRE & ASSOCIATES, LLC | ROSS, SINCLAIRE & ASSOCIATES, INC. | MIG SECURITIES CORP.

CRD#: 25440 / SEC#: 801-78513, 8-41740

BD
Terminated by SEC on 08/14/2020
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Contact information


Main Address
700 Walnut Street Ste 600, Cincinnati, OH 45202-2027
Mailing Address
Phone number
Established
Ohio since 11/16/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

UPDATED RSAM PART 2B BROCHURE 3 31 2021 (3/31/2021)

Direct owners and executive officers


NamePositionCRD#
SPISAK, KARL A MRFNOP CCO5206890

Disclosures


Regulatory Event11
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ROSS, SINCLAIRE & ASSOCIATES, LLC

CRD#: 25440

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