Brian Cheatham has been Chief Operating Officer of Diamond Client Group since August 2022, is a control person of the firm and directly owns under 5% of it. Brian Cheatham holds a B.A. in History from the University of North Texas.
Diamond Client Group, LLC is a The Woodlands, TX firm with $186M under management, 436 clients and 11 advisers across 2 offices, as of its March 2026 filing.
Brian Cheatham is Chief Operating Officer of Diamond Client Group, LLC. Cheatham joined the firm in 2018 as its Executive Assistant and was promoted to Chief Operating Officer in 2022. The role covers business operations, including the client service experience, the staff and advisory team, vendor relationships and technology.
Brian Cheatham’s longest registration is the current one, 5 years at Diamond Client Group since 2021. Before joining Diamond Client Group in 2021, Brian Cheatham was registered through MML Investors Services, LLC.
- Diamond Client Group, LLCCurrent– present · 5 yearsThe Woodlands, TX · Adviser representative · Firm CRD 310570
- MML Investors Services, LLC– · 1 yearThe Woodlands, TX · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Brian Cheatham is registered as an investment adviser representative in 2 states. Each was approved in November 2021.
- LouisianaSince 16 November 2021
- TexasSince 10 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 May 2019 |
| SIE | Securities Industry Essentials Examination | 3 January 2019 |
| Series 7 | General Securities Representative Examination | 2 January 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Curtis Cheatham
- CRD
- 6918524
- Firm
- Diamond Client Group · CRD 310570
- Role
- Chief Operating Officer
- Office
- 9595 SIX PINES DRIVE, SUITE 6200, The Woodlands, TX 77380
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- diamondclientgroup.com
Where does Brian Cheatham work?
Brian Cheatham has been Chief Operating Officer of Diamond Client Group, LLC since August 2022, and is a control person of the firm.
Is Brian Cheatham a financial advisor?
Yes. Brian Cheatham has a current investment-adviser registration in Louisiana and Texas, through Diamond Client Group since November 2021.
How many years of experience does Brian Cheatham have?
Brian Cheatham has 7 years in the financial industry, since March 2019, across 2 adviser firms.
What exams has Brian Cheatham passed?
Brian Cheatham has passed 3 licensing exams: the Series 7, SIE and Series 66. The earliest, the Series 7, was passed in January 2019.
Where did Brian Cheatham work before Diamond Client Group?
Before Diamond Client Group, Brian Cheatham was registered through MML Investors Services, LLC, July 2019 to December 2020.
Where is Brian Cheatham based?
Brian Cheatham’s registered office is in The Woodlands, TX.
Is Brian Cheatham registered with FINRA?
No. Brian Cheatham has no current broker registration.
How can I verify Brian Cheatham’s record?
Search CRD 6918524 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Cheatham’s full registration record.
