Derek Edwin Holdredge

Employer firm

Black Diamond Financial, LLC CRD 145108

$1.37B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → Present
  Black Diamond Financial, Llc
  Towson, MD
• 05/2015 → Present
  Callan Accounting Cpas And Advisors, Llc
  Bend, OR

Previous Registrations

• 2008-12-17 → 2009-01-02
  Edward Jones
  St Louis, MO

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-17
• S66 Uniform Combined State Law Examination
  2008-12-05