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31 Hudson Yards Floor 10, Suite 55, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-06-07 |
| TX | RA | APPROVED_RES | 2020-10-21 |
Branch Locations
31 Hudson Yards Floor 10, Suite 55, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Financial | New York | NY | 07/2005 | 02/2018 |
| Mml Investors Services Inc | New York | NY | 09/2005 | 02/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2018 | Present |
| Blackdiamond Wealth Management | New York | NY | 02/2018 | Present |
1)BlackDiamond Wealth Management-Investment related-At Registered Branch Office Location-Financial planning, Investment management & insurance planning-Managing partner-2/2018-200 hrs/mth-100% during trading hrs- I run the financial planning & investment department for the firm. this includes running financial plans, risk analysis, investment stress testing & portfolio construction & oversight. 2) Dutch Uncle-Not investment related- 2406 29th Street, #3A, Astoria, NY 11102-Simple Investment Property- Owner-10/2014-2 hrs/mth-0 during trading hrs-I am the owner of an apartment where I am in charge of paying the mortgage, coordinating any repairs, and paying bills for the property. 3) PKSF - Fixed Insurance-Investment related-80 State St, Albany, NY 12207-Insurance & fixed annuity sales-Agent-7/2005-20 hrs/mth-20 during trading hrs-Review, analyze & recommend certain insurance products to clients. These products include life, disability, long term care as well as fixed annuities. 4) BlackDiamond Insurance Services, Inc.; not investment-related; At Registered Branch Office Location; insurance agency selling property and casualty, life, disability, and long term care insurance; owner; start date: 11/01/2021; 20 hours per month; overseeing staff and activities, processing commissions, prospecting new clients. 5) Wf 640 LLC. 640 Wildflower Dr. Sun Valley ID, 83353. Non-Investment Related. Rental Property. Owner. 10/2025. 2. 0. Own, rent and maintain property for mother.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-01-25 |
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