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Chesterbrook, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-06-21 |
| TX | RA | APPROVED_RES | 2022-06-21 |
| PA | RA | APPROVED | 2020-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase & Co | Newark | DE | 04/2016 | 04/2017 |
| Morgan Stanley | Blue Bell | PA | 04/2017 | 06/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | 06/2018 |
| Ameriprise Financial Services Inc | Anytown | PA | 06/2018 | 10/2020 |
| Black Diamond Wealth Management, Llc | Malvern | PA | 10/2020 | Present |
Licensed PA Insurance Agent; Non-investment related; 55 Ruthhland Avenue, Malvern PA 19355; Insurance Sales; Insurance Agent; 04/2019; 0 hrs per month; 0 hrs per month during trading; recommend and sell insurance products for a commission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-19 |
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