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Arni J. Diamond

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CRD#: 2667392
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Arni Jay Diamond, who also goes by Arni Jat Diamond, was a registered financial professional .

Arni is a previously registered financial professional and started their career in finance in 1995. Arni had worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Arni Jat Diamond

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
THE DIAMOND GROUP POSITION: OWNER/INSURANCE AGENT; Investment Related. 12724 Gran Bay Parkway #410 Jacksonville, FL 32258; NUMMBER OF HOURS: 160; 904-730-3744,

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CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 9, 2022 - May 9, 2023

EMPIRIKAL PARTNERS LLC

RIA
CRD#: 282691
JACKSONVILLE, FL
Past

December 7, 2021 - January 6, 2022

SUPREME ALLIANCE LLC

BD
CRD#: 45348
CHARLOTTE, NC
Past

October 26, 2021 - January 6, 2022

SUPREME ALLIANCE LLC

RIA
CRD#: 45348
ST. AUGUSTINE, FL
Past

September 17, 2018 - October 15, 2020

DEMPSEY LORD SMITH, LLC

RIA
CRD#: 141238
Jacksonville, FL
Past

September 14, 2018 - October 15, 2020

DEMPSEY LORD SMITH, LLC

BD
CRD#: 141238
Jacksonville, FL
Past

May 4, 2018 - September 19, 2018

CATALYST WEALTH MANAGEMENT

RIA
CRD#: 291138
Jacksonville, FL
Past

August 19, 2013 - July 11, 2018

KALOS MANAGEMENT

RIA
CRD#: 133025
JACKSONVILLE, FL
Past

July 25, 2013 - September 14, 2018

KALOS CAPITAL, INC.

BD
CRD#: 44337
Jacksonville, FL
Past

March 28, 2008 - July 29, 2013

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
JACKSONVILLE, FL
Past

March 27, 2008 - July 29, 2013

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
JACKSONVILLE, FL
Past

April 12, 2006 - March 28, 2008

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
JACKSONVILLE, FL
Past

April 11, 2006 - March 28, 2008

FSC SECURITIES CORPORATION

BD
CRD#: 7461
JACKSONVILLE, FL
Past

May 18, 2004 - April 24, 2006

USALLIANZ SECURITIES, INC.

RIA
CRD#: 40875
JACKSONVILLE, FL
Past

October 3, 2003 - April 24, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

March 27, 2003 - October 3, 2003

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

May 26, 2000 - March 24, 2003

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

March 22, 2000 - June 1, 2000

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

December 16, 1998 - February 16, 2000

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 16, 1998 - February 16, 2000

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

May 9, 1997 - December 23, 1998

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

November 16, 1995 - June 27, 1996

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/12/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 7/17/2009
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EP
EMPIRIKAL PARTNERS LLC
EMPIRIKAL PARTNERS LLC | MONZON WEALTH

CRD#: 282691 / SEC#:

Arizona
Registered Investment Advisory firm - (9/7/2016 Approved)
California
Registered Investment Advisory firm - (6/5/2020 Approved)
Colorado
Registered Investment Advisory firm - (7/31/2024 Terminated)
Florida
Registered Investment Advisory firm - (10/28/2020 Approved)
Georgia
Registered Investment Advisory firm - (5/18/2022 Approved)
Maryland
Registered Investment Advisory firm - (3/4/2024 Approved)
Mississippi
Registered Investment Advisory firm - (7/31/2024 Terminated)
New Jersey
Registered Investment Advisory firm - (7/16/2020 Approved)
New York
Registered Investment Advisory firm - (10/12/2022 Approved)
Oklahoma
Registered Investment Advisory firm - (3/3/2021 Approved)
Texas
Registered Investment Advisory firm - (6/19/2020 Approved)
Wyoming
Registered Investment Advisory firm - (5/11/2020 Approved)
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Contact information


Main Address
Phoenix, AZ
Mailing Address
Phone number
(480) 558-6167
Established
Firm type
Fiscal year end
# of Employees
10

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts170
AUM (Assets Under Management)$ 88,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EMPIRIKAL PARTNERS LLC

CRD#: 282691

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