BC
BC

Brian Cheatham

7 Years of Experience
The Woodlands, TX
BrokerSells Insurance

Brian Cheatham is a registered investment advisor, based in The Woodlands, TX, with 7 years of industry experience.

Location

9595 Six Pines Drive, Suite 6200, The Woodlands, TX, 77380

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is the COO and insurance agent for Diamond Client Group, managing operations and conducting insurance sales. He also manages operations for Good Bull Capital and manages a short-term rental property, Turkey Lane, LLC, dedicating about a quarter of his time to Good Bull Capital.

Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Diamond Client Group, LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Peak Brokerage Services, LLCBroker
February 2023 - November 2023 · 9 mos
Peak Brokerage Services, LLCBroker
June 2021 - May 2022 · 11 mos
Diamond Client Group, LLC
March 2021 - November 2021 · 8 mos
MML Investors Services, LLC
July 2019 - December 2020 · 1 yr 5 mos
MML Investors Services, LLCBroker
January 2019 - December 2020 · 1 yr 11 mos
State Registrations2 states
LATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brian Cheatham - Financial Advisor | TrueAdvisor