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Clare P Diamond

Kathmere Capital Management, LLC

Wayne, PA

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Current Employers
Kathmere Capital Management, Llc

993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-10-01
  • PA RA
    APPROVED
    Since 2019-10-01

Branch Locations

993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott,Llc Bryn Mawr PA 10/2014 12/2018
Lpl Financial Llc King Of Prussia PA 12/2018 09/2019
Private Advisor Group, Llc King Of Prussia PA 02/2019 09/2019
Kathmere Capital Management Wayne PA 09/2019 Present
  • 10/2014 → 12/2018
    Janney Montgomery Scott,Llc
    Bryn Mawr, PA
  • 12/2018 → 09/2019
    Lpl Financial Llc
    King Of Prussia, PA
  • 02/2019 → 09/2019
    Private Advisor Group, Llc
    King Of Prussia, PA
  • 09/2019 → Present
    Kathmere Capital Management
    Wayne, PA
Previous Registrations
Other Businesses

Fixed Insurance - Investment Related - At Reported Business Location(s) - Fixed insurance needs of clients - Time Spent: less than 5%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-20
S63 Uniform Securities Agent State Law Examination 2013-07-17
  • S66 Uniform Combined State Law Examination
    2015-01-20
  • S63 Uniform Securities Agent State Law Examination
    2013-07-17
Designations
Other Names
  • Clare P Cox
  • Clare Patricia Cox
  • Clare Patricia Diamond

View on SEC IAPD

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