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Black Diamond Financial, LLC CRD 145108
$1.37B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Diamond Financial, Llc | Towson | MD | 04/2013 | Present |
| Capitol Investment Corp | Arlington | VA | 01/2013 | 01/2021 |
| Mountain Top I, Llc | Bend | OR | 06/2021 | Present |
| Nesco Holdings | Fort Wayne | IN | 07/2020 | 01/2021 |
| Lindblad Expeditions Holdings | New York | NY | 05/2015 | Present |
| Cision Ltd. | Chicago | IL | 01/2017 | 01/2020 |
| Cds Logistics | Middle River | MD | 01/2009 | Present |
| Washington E-Sports Ventures | Arlington | VA | 01/2018 | Present |
1. CDS Logistics; non-investment related; Middle River, MD; Board of Directors; Board Member; Start date 2009; Approx 2 hours/month; 0 hours during securities trading; Consultant 2. Washington E-Sports Ventures; non-investment related; Arlington, VA; Board of Directors; Board Member; Start Date 10/2018; Approx 2 hours/month; 0 hours during securities trading; Consultant 3. Lindblad Expeditions Holdings; non-investment related; New York, NY; Board of Directors; Board Member; Start Date 05/2015; Approx. 2 hours/month; 0 hours during securities trading; Consultant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-27 |
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