RIA Intelligence

Title

CFP®, AIF®, ChSNC® | FOUNDERreportedblackdiamondfs.comfirm site, Sep 15, 2026

Direct business phone

302-265-2236reportedblackdiamondfs.comfirm site, Sep 15, 2026

Professional profile

linkedin.com/in/jeffrey-puglia-cfp%C2%AE-aif%C2%AE-17774622reportedblackdiamondfs.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• B••• C•••••• L•• independent RIA current
  since Jul 24, 2017 · Rehoboth Beach, De
• L•• F•••••••• L•• BD affiliated
  Oct 17, 2008 to Jul 25, 2017 · Milford, De
• P•• W••••• M••••••••• BD affiliated
  Sep 28, 2005 to Oct 21, 2008 · Milford, De
• M••••• S•••••• D• I••• unclassified
  Mar 9, 2001 to Oct 4, 2005 · Lewes, De

• L•• F•••••••• L•• to B••• C•••••• L••
  left Jul 25, 2017, registered Jul 24, 2017 (-1 days) · Other · moved with a team
• P•• W••••• M••••••••• to L•• F•••••••• L••
  left Oct 21, 2008, registered Oct 17, 2008 (-4 days) · Other
• M••••• S•••••• D• I••• to P•• W••••• M•••••••••
  left Oct 4, 2005, registered Sep 28, 2005 (-6 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

29derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address