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Inactive

Donald Stewart Ratledge

Blue Diamond Financial Group, LLC

New Castle, DE

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Current Employers
Blue Diamond Financial Group, Llc

92 Reads Way #104, New Castle, DE 19720-1631 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2015-05-18
  • DE RA
    APPROVED
    Since 2015-05-18

Branch Locations

92 Reads Way #104, New Castle, DE 19720-1631 • 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
Ratledge & Associates New Castle DE 06/2006 Present
Milestone Wealth Advisors, Inc. Greenville DE 04/2014 Present
Blue Diamond Financial Group, Llc New Castle DE 08/2014 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-25
S63 Uniform Securities Agent State Law Examination 1986-04-28
  • S66 Uniform Combined State Law Examination
    2013-11-25
  • S63 Uniform Securities Agent State Law Examination
    1986-04-28
Designations
Other Names
  • Don Ratledge
  • Donald Stewart Ratledge
  • Buck Ratledge
  • Donald S. ("Buck") Ratledge

View on SEC IAPD

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Other Offices

VOYA FINANCIAL ADVISORS, INC. · NEW CASTLE, DE
CITIGROUP GLOBAL MARKETS INC. · New Castle, DE
MML INVESTORS SERVICES, LLC · New Castle, DE
PNC WEALTH MANAGEMENT LLC · NEW CASTLE, DE
CITIZENS SECURITIES, INC. · NEW CASTLE, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Newcastle, DE
J.P. MORGAN SECURITIES LLC · Newark, DE
AMERIPRISE FINANCIAL SERVICES, LLC · WILMINGTON, DE

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