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31 Hudson Yards Floor 10, Suite 55, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-23 |
Branch Locations
31 Hudson Yards Floor 10, Suite 55, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | Sunnyside | NY | 03/2017 | 07/2018 |
| Capital One Bank | Sunnyside | NY | 03/2015 | 03/2017 |
| Capital One Advisors, Llc | Sunnyside | NY | 08/2017 | 07/2018 |
| Woodbury Financial Services, Inc. | Sunnyside | NY | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Manhasset | NY | 01/2024 | 07/2025 |
| Blackdiamond Wealth Management, Llc | New York | NY | 08/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2025 | Present |
1. BlackDiamond Wealth Management, LLC. Investment-related. At registered location. RIA. VP Personal Wealth Strategist. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Relationship Strategist. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. BlackDiamond Insurance Services. Investment-related. At registered location. Insurance. Agent. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-31 |
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