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19409 Plantation Rd Bldg. 2 Unit 1, Rehoboth Beach, DE 19971 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-11 |
| DE | RA | APPROVED | 2017-07-17 |
Branch Locations
19409 Plantation Rd Bldg. 2 Unit 1, Rehoboth Beach, DE 19971 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Milford | DE | 05/2013 | 07/2017 |
| Ms Howells & Co. | Scottsdale | AZ | 07/2017 | 05/2022 |
| Black Diamond Financial Solutions | Milford | DE | 07/2017 | Present |
| The Leaders Group Inc | Littleton | CO | 05/2022 | Present |
| Bdfs Insurance Services Llc | Rehoboth Beach | DE | 09/2018 | Present |
1.) BLACK DIAMOND FINANCIAL SOLUTIONS - 7/1/2017 - 19409 Plantation Road, Bldg 2, Unit 1, Rehoboth Beach, DE 19971 - Financial Advisor/Partner, Create and monitor financial plans and investments, Invt Rel, RIA business, 160hrs/mo; 140 hrs/mo (during trading hours). 2.) BDFS Insurance Services LLC - 9/2018 - 19409 Plantation Road, Bldg 2, Unit 1, Rehoboth Beach, DE 19971 - Insurance Agent, recommend insurance products. 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-13 |
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