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George T. Damasco

Some features on this profile are disabled
CRD#: 1000231
GD

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.

George Thomas Damasco JR, who also goes by G Thomas Damasco, Thomas George Damasco Jr, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1981. George had worked at 11 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

G Thomas Damasco | Thomas George Damasco Jr

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) Mr. Damasco owns Damasco Farms jointly with George T. Damasco III, which leases farmland to unaffiliated farmers for rental income. I devote a very limited time to this business. (2) Fort to Port Pizza, 25% ownership; I devote less than 5% of my time to this business. (3) 23680 Fourth St, LLC, Rental Property, I devote less than 5% of my time to this business. (4) 1013 Airport LLC, 85% Real Estate Holding; I devote less than 5% of my time to this business. (5) Creating Equity LLC, 71.21% Owner. Passive income of Marco's Pizza Investment Distributions. I devote less than 5% of my time to this business. WS Series IX LLC, 50% owner MPM Building, I devote less than 5% of my time to this business,

Blog Corner

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 6, 2007 - September 26, 2007

EPLANNING SECURITIES, INC.

BD
CRD#: 46000
MAUMEE, OH
Past

June 20, 2003 - February 2, 2007

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
MAUMEE, OH
Past

April 4, 2003 - August 18, 2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
MAUMEE, OH
Past

April 2, 2003 - August 18, 2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA
Past

January 9, 1997 - August 4, 2025

MPM WEALTH ADVISORS

RIA
CRD#: 104926
HOLLAND, OH
Past

November 27, 1995 - April 8, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

July 31, 1993 - October 26, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 15, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 9, 1987 - February 15, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

January 7, 1983 - October 20, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

February 26, 1982 - January 7, 1983

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

August 5, 1981 - December 27, 1981

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979

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
IAR
Series 65
Date: 10/30/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/13/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 1/27/1995
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/1981
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/25/2001
General Securities Principal Examination

Current Firm

ES
EPLANNING SECURITIES, INC.
E-PLANNING.COM SECURITIES, INC. | EPLANNING SECURITIES, INC.

CRD#: 46000 / SEC#: , 8-51271

BD
Terminated by SEC on 04/20/2009
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Contact information

Main Address
Mailing Address
Phone number
Established
California since 08/06/1998
Firm type
Corporation
Fiscal year end
July
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
EPLANNING, INC.SHAREHOLDER
GAMBLE, CLIFFORD NEWTON JRDIRECTOR2539401
HULTSMAN, SCOTT LAYNEOPERATIONS OFFICER/SROP/CROP2812372
KINKADE, STEPHEN ROYFINOP833549
MENEZES, TIMOTHY ARTHURCORPORATE SECRETARY4134670
PRUSSIA, LELAND SPENCERDIRECTOR2022871
VASSALLO, JOSEPH DANTONIODIRECTOR1478396

Disclosures

Arbitration1

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

EPLANNING SECURITIES, INC.

CRD#: 46000

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