Kenneth Lance Reese

Current Employers

Employment History

• 04/2011 → 05/2017
  Guardian Life Insurance Company
  Lancaster, PA
• 11/2014 → 07/2017
  Lpl Financial, Llc
  Milford, DE
• 07/2017 → 04/2022
  Ms Howells & Co.
  Scottsdale, AZ
• 07/2017 → Present
  Black Diamond Financial Solutions
  Rehoboth Beach, DE
• 05/2017 → Present
  Bdfs Capital Llc
  Rehoboth Beach, DE
• 04/2022 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2014-11-14 → 2017-07-25
  Lpl Financial Llc
  Milford, DE
  Rehoboth Beach, DE
• 2011-07-28 → 2014-11-26
  Park Avenue Securities Llc
  Lancaster, PA

Other Businesses

1.) BLACK DIAMOND FINANCIAL SOLUTIONS - 7/1/2020 - 19409 Plantation Road, Bldg 2, Unit 1, Rehoboth Beach, DE 19971 - Financial Advisor/Partner, Create and monitor financial plans and investments, Invt Rel, Financial business,160 hrs/mo; 40 hrs/mo (during trading hours). 2.) INSURANCE SALES - 1/1/2013 - 19409 Plantation Road, Bldg 2, Unit 1, Rehoboth Beach, DE 19971 - Advisor, Adding insurance in context of financial plan, Not Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours). 3.) BDFS CAPITAL LLC - 5/1/2017 - 19409 Plantation Road, Bldg 2, Unit 1, Rehoboth Beach, DE 19971 - IAR, Invt Rel, RA business, 40 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2011-07-14

Designations

Other Names

• Kenneth L Reese