DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Maryann Diamond

LPL Financial LLCBD affiliatedSan Diego, Ca dual registrantIAPD 5753152

Certified Financial Planner

Feed of 09/15/2026

Also filed as Mary Ann Diamond

At current firm

0 y

since Oct 6, 2025

In the industry

16 y

since Jan 1, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Oct 6, 2025 · San Diego, Ca
Thurston Springer Advisors BD affiliated
Nov 25, 2020 to Oct 6, 2025 · Indianapolis, In
Thurston Springer Financial former
Dec 18, 2018 to Jul 6, 2021 · Valdese, Nc
Edward Jones national BD
Mar 23, 2010 to Dec 19, 2018 · Morganton, Nc

Moves

a registration end followed by a registration begin elsewhere

Thurston Springer Advisors to LPL Financial LLC
left Oct 6, 2025, registered Oct 6, 2025 (0 days) · Affiliated broker-dealer or bank to another
Thurston Springer Financial to Thurston Springer Advisors
left Jul 6, 2021, registered Nov 25, 2020 (-223 days) · Affiliated broker-dealer or bank to another · moved with a team
Edward Jones to Thurston Springer Financial
left Dec 19, 2018, registered Dec 18, 2018 (-1 days) · Affiliated broker-dealer or bank to another

Signals

Maryann Diamond left Thurston Springer Advisors for Lpl Financial Llc (registered 2025-10-06)
Oct 6, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address