Lucas Wayne Cheatham

Employer firm

Diamond Client Group, LLC CRD 310570

$186M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 06/2021
  Mml Investors Services Llc
  The Woodlands, TX
• 03/2016 → 06/2021
  Mass Mutual Life Insurance Company
  The Woodlands, TX
• 12/2020 → Present
  Diamond Client Group, Llc
  The Woodlands, TX
• 06/2021 → 05/2022
  Peak Brokerage Services
  Jupiter, FL
• 03/2021 → Present
  Good Bull Capital Gp Holdings Llc
  The Woodlands, TX

Previous Registrations

• 2016-04-08 → 2020-12-22
  Mml Investors Services, Llc
  The Woodlands, TX
  Houston, TX
  The Woodlands, TX
  Houston, TX
• 2012-05-22 → 2016-03-29
  Park Avenue Securities Llc
  Houston, TX

Other Businesses

1)Company Name: Diamond Client Group; Title: President; Position: Sales/Management; Activity: RIA; Approx. # of hours spent on activity: N/A; Approx. # of hours during trading hours: N/A 2)Company Name: Diamond Client Group; Title: Insurance Broker; Duties of Position: Insurance product sales; Start Date: 12/23/2020; Approx. # of hours spend on Activity: 80; Approx. # of hours spent during trading: 80. 3)Type of Outside Business Activity: Single Rental Property; Duties of position: Renting a single residence property; Title: Owner; Start Date: 06/01/2010; Approx. # hours spent on activity: 1, Approx. # spent during trading hours: 0 4)Type of Outside Business Activity: Retail; Duties of position: Attend board meetings a few times a year; Title: Owner; Start Date: 01/2019; Approx. # hours spent on activity: 1, Approx. # spent during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2012-03-08

Other Names

• Luke Wayne Cheatham
• Lucas Wayne Cheatham
• Lucas Cheatham