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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Amherst | NY | 06/1998 | 03/2024 |
| Lincoln Financial Securities Corporation | Hamburg | NY | 01/2017 | 03/2024 |
| Black Diamond Custom Wealth Management | Hamburg | NY | 03/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | Present |
1.Fixed insurance sales; as of 01/01/2024; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Black Diamond Custom Wealth Management, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2024; 0% time spent during business hours; Conducted at branch; Investment related. 3. Owner, Black Diamond Custom Medicare Solutions, LLC; Medicare agency; as of 3/18/2024; 3% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-19 |
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