BC
Brian C. Cheatham
DIAMOND CLIENT GROUP
The Woodlands, TX 77380
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CRD#: 6918524
BC
Professional summary
Brian Curtis Cheatham, who also goes by Brian Cheatham, is a registered financial advisor currently at DIAMOND CLIENT GROUP, LLC located in The Woodlands, Texas and VANDERBILT SECURITIES, LLC located in The Woodlands, Texas.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Brian has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Cheatham
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.
1) Diamond Client Group. Not Investment related. Start date: 01/01/2021. Address: 9595 Six Pines Dr Suite 6200, The Woodlands TX, 77380. Title: COO / Insurance Agent. Duties: Manager operations of the insurance agency and conduct insurance sales as a broker with 4 carriers. Time spent during regular hours: 0% 2) Good Bull Capital. Investment related. Start date: 04/01/2021. Address: 9595 Six Pines Dr. Suite 6200, The Woodlands TX, 77380. Title: COO. Duties: Manage operations for the fund - administrative, HR, Payroll, staff projects, etc. Time spent during regular hours: 35% 3) Diamond Client Group. Investment related. Start date: 01/01/2021. Address: 9595 Six Pines Dr Suite 6200, The Woodlands TX, 77380. Title: COO. Duties: Manager the operations - administrative, HR, payroll, financials, projects, client service, etc. Time spent during regular hours: 65%. 4) Turkey Lane, LLC. Not investment related. Start date: 06/01/2024. Address: 180 Maple Branch St, Spring, TX 77380. Title: Member. Duties: I manage the property and the short term rental customer service. Time spent during regular hours: 0%.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Curtis Cheatham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 10, 2021 - Present
DIAMOND CLIENT GROUP, LLC
Office #1: 9595 Six Pines Drive Suite 6200, The Woodlands, TX 77380RIA
CRD#: 310570
The Woodlands, TX
Current
November 10, 2023 - Present
VANDERBILT SECURITIES, LLC
Office #1: 9595 Six Pines Dr., Ste 6200, The Woodlands, TX 77380BD
CRD#: 5953
The Woodlands, TX
Past
February 14, 2023 - November 10, 2023
PEAK BROKERAGE SERVICES, LLC
BD
CRD#: 157045
The Woodlands, TX
Past
June 22, 2021 - May 16, 2022
PEAK BROKERAGE SERVICES, LLC
BD
CRD#: 157045
JUPITER, FL
Past
March 12, 2021 - November 9, 2021
DIAMOND CLIENT GROUP, LLC
RIA
CRD#: 310570
THE WOODLANDS, TX
Past
July 1, 2019 - December 31, 2020
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
THE WOODLANDS, TX
Past
January 2, 2019 - December 31, 2020
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
THE WOODLANDS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DIAMOND CLIENT GROUP, LLC
DIAMOND CLIENT GROUP, LLC
CRD#: 310570 / SEC#: 801-132329
RIA
Registered Investment Advisory firm - (4/4/2025 Approved)Louisiana
Registered Investment Advisory firm - (8/11/2025 Terminated)Texas
Registered Investment Advisory firm - (8/11/2025 Termination Requested)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Louisiana(11/16/2021)
IAR
Texas(11/10/2021)
RR
Texas(11/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DC
DIAMOND CLIENT GROUP, LLC
DIAMOND CLIENT GROUP, LLC
CRD#: 310570 / SEC#: 801-132329
RIA
Registered Investment Advisory firm - (4/4/2025 Approved)Louisiana
Registered Investment Advisory firm - (8/11/2025 Terminated)Texas
Registered Investment Advisory firm - (8/11/2025 Termination Requested)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9595 Six Pines Drive Suite 6200, The Woodlands, TX 77380
Mailing Address
Phone number
(832) 319-1555
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 628 |
| AUM (Assets Under Management) | $ 117,334,720 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DIAMOND CLIENT GROUP, LLC
CRD#: 310570The Woodlands, TX 77380TRUST BUT VERIFY
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