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2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-03-09 |
Branch Locations
2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
855 Sw Yates Dr Suite 101, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Diamond Financial, Llc | Towson | MD | 03/2022 | Present |
| Callan Accounting Cpas And Advisors, Llc | Bend | OR | 05/2015 | Present |
CALLAN ACCOUNTING CPAS AND ADVISORS, LLC; NOT INV RELATED; BEND, OR; ACCOUNTING/CPA FIRM/TAX PREPARATION; CPA/PARTNER; START 05/2015; GREATER THAN 75% OF TIME SPENT IN THIS BUSINESS PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-17 |
| S66 | Uniform Combined State Law Examination | 2008-12-05 |
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