Donald Stewart Ratledge

Employer firm

Blue Diamond Financial Group, LLC CRD 178518

Reported services (Item 5G)

• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2006 → Present
  Ratledge & Associates
  New Castle, DE
• 04/2014 → Present
  Milestone Wealth Advisors, Inc.
  Greenville, DE
• 08/2014 → Present
  Blue Diamond Financial Group, Llc
  New Castle, DE

Previous Registrations

• 2014-06-11 → 2016-11-18
  Milestone Wealth Advisors, Inc.
  Newcastle, DE
  Greenville, DE

Other Businesses

1. RATLEDGE & ASSOCIATES/CPA FIRM; NOT INVESTMENT RELATED; NEW CASTLE, DE; MANAGING PARTNER; SINCE 06/2006; APPROXIMATELY 120 HOURS/MONTH; APPROXIMATELY 100 HOURS/MONTH/DURING TRADING HOURS; TAX PREPARATION, ACCOUNTING AND CONSULTING SERVICES. 2. MILESTONE WEALTH ADVISORS, INC.; INVESTMENT RELATED; GREENVILLE, DE; SOLICITOR; SINCE 04/2014; APPROXIMATELY ONE HOUR/MONTH; ZERO HOURS/MONTH DURING TRADING HOURS; SOLICITING INVESTMENT ADVISORY SERVICES FOR REFERRAL FEE.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-25
• S63 Uniform Securities Agent State Law Examination
  1986-04-28

Designations

• Certified Financial Planner

Other Names

• Don Ratledge
• Donald Stewart Ratledge
• Buck Ratledge
• Donald S. ("Buck") Ratledge