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2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-29 |
Branch Locations
San Francisco, CA • United States
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 |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-10 |
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