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RIA / WealthAdvisorCertified Financial Planner30 years in industry

DIANE HALL BLACKWELDER

Advisor at CHARLESTON FINANCIAL ADVISORS, LLC

CHARLESTON, SC

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Search this name across graphsid dfx:ria:87088b7e-6656-afb0-c2b4-6b04886bc4dc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 11, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLESTON FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 3, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 3, 1996
First registration: Oct 11, 2004
Dual registered: no
Other names: DIANE H BLACKWELDER|DIANE SUSAN HALL
IAPD individual key: 2246611

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLESTON FINANCIAL ADVISORS, LLC	Independent wealth	Nov 18, 2021	n/a	yes	CHARLESTON, SC	Current employment
ATLANTIC PLANNING PARTNERS, LLC	n/a	May 12, 2008	Jan 23, 2009	no	MT PLEASANT, SC	Previous registration
Questis	n/a	Oct 31, 2007	Jun 2, 2008	no	CHARLESTON, SC	Previous registration
ATLANTIC PLANNING PARTNERS, LLC	n/a	Apr 12, 2005	Oct 26, 2007	no	MT. PLEASANT, SC	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Oct 11, 2004	Oct 28, 2004	no	MT. PLEASANT, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ATLANTIC PLANNING PARTNERS, LLC	CHARLESTON FINANCIAL ADVISORS, LLC	Jan 23, 2009	Nov 18, 2021	4,682	Firm change after gap	Other
Questis	ATLANTIC PLANNING PARTNERS, LLC	Jun 2, 2008	May 12, 2008	-21	Firm change	Other
ATLANTIC PLANNING PARTNERS, LLC	Questis	Oct 26, 2007	Oct 31, 2007	5	Firm change	Other
MML INVESTORS SERVICES, LLC	ATLANTIC PLANNING PARTNERS, LLC	Oct 28, 2004	Apr 12, 2005	166	Firm change	Other

Relationships

Registered with (4)

→ CHARLESTON FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Nov 18, 2021 to presentfactForm ADV
→ ATLANTIC PLANNING PARTNERS, LLCRegistered adviserregistration: previous registration
May 12, 2008 to Jan 23, 2009factForm ADV
→ QUESTISRegistered adviserregistration: previous registration
Oct 31, 2007 to Jun 2, 2008factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Oct 11, 2004 to Oct 28, 2004factForm ADV

Dated events

No dated event names this entity yet.