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Advisor at BLUE DIAMOND FINANCIAL GROUP, LLC
NEW CASTLE, DE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BLUE DIAMOND FINANCIAL GROUP, LLC | State registered | May 18, 2015 | n/a | yes | NEW CASTLE, DE | Current employment |
| MILESTONE WEALTH ADVISORS, INC. | Former SEC adviser | Jun 11, 2014 | Nov 18, 2016 | no | NEWCASTLE, DE|GREENVILLE, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MILESTONE WEALTH ADVISORS, INC. | BLUE DIAMOND FINANCIAL GROUP, LLC | Nov 18, 2016 | May 18, 2015 | -550 | Firm change after gap | Other |