Inactive

Kevin Gregg Derosa

Blackdiamond Wealth Management, LLC

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Current Employers

Blackdiamond Wealth Management, Llc

31 Hudson Yards Floor 10, Suite 55, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-12-15
PA	RA	APPROVED	2021-12-13

NY RA
APPROVED

Since 2021-12-15
PA RA
APPROVED

Since 2021-12-13

Branch Locations

31 Hudson Yards Floor 10, Suite 55, New York, NY 10001 • 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

Organization	City	State	From	To
Mcadam Llc	Philadelphia	PA	06/2017	09/2020
Gettysburg College	Gettysburg	PA	08/2013	05/2017
Your Planning Partner, Llc	Palm Beach Gardens	FL	09/2020	11/2021
Blackdiamond Wealth Management, Inc.	New York	NY	12/2021	Present

06/2017 → 09/2020

Mcadam Llc

Philadelphia, PA
08/2013 → 05/2017

Gettysburg College

Gettysburg, PA
09/2020 → 11/2021

Your Planning Partner, Llc

Palm Beach Gardens, FL
12/2021 → Present

Blackdiamond Wealth Management, Inc.

New York, NY

Previous Registrations

2020-10-12 → 2021-12-01

Your Planning Partner Llc

Palm Beach Gardens, FL
2017-10-03 → 2020-10-05

Mcadam Llc

Radnor, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-09-26

S65 Uniform Investment Adviser Law Examination

2017-09-26

View on SEC IAPD

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