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Current Employers
Black Diamond Financial, Llc

2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-29
  • CA RA
    APPROVED
    Since 2025-07-29

Branch Locations

San Francisco, CA • United States

2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs San Francisco CA 06/2021 06/2025
Powder Enterprises, Llc Salt Lake City UT 05/2019 Present
University Of Utah Salt Lake City UT 05/2018 04/2021
Park City Ski And Snowboard Club Park City UT 08/2019 06/2020
U.S. Ski And Snowboard Team Park City UT 05/2013 04/2018
Black Diamond Financial, Llc San Francisco CA 06/2025 Present
  • 06/2021 → 06/2025
    Goldman Sachs
    San Francisco, CA
  • 05/2019 → Present
    Powder Enterprises, Llc
    Salt Lake City, UT
  • 05/2018 → 04/2021
    University Of Utah
    Salt Lake City, UT
  • 08/2019 → 06/2020
    Park City Ski And Snowboard Club
    Park City, UT
  • 05/2013 → 04/2018
    U.S. Ski And Snowboard Team
    Park City, UT
  • 06/2025 → Present
    San Francisco, CA
Other Businesses

(1) Member on the Investment Committee at U.S. Ski and Snowboard Association, a non-profit organization. Organization operates out of Park City, UT. Organization is not primarily engaged in investment-related activity. Start Date: May 7, 2023. One hours per month. Duties include investment committee member. (2) Owner of Donny Pelletier Enterprises, LLC, a personal branding company. Organization operates out of San Francisco, CA. Organization is not primarily engaged in investment-related activity. Start Date: July 07, 2023. Thirty-two hours per month. Duties include the general management of the company and social media promotions. (3) Advisory board member of Progression LLC, sustaining outdoor recreation organization. Organization is not investment-related. Start Date: July 01, 2025. Two hours per month. Duties include guidance in planning annual conferences.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-29
S63 Uniform Securities Agent State Law Examination 2021-09-10
  • S65 Uniform Investment Adviser Law Examination
    2025-07-29
  • S63 Uniform Securities Agent State Law Examination
    2021-09-10

View on SEC IAPD

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