Jeffrey R. Damec

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CRD#: 2444940

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.

Jeffrey Robert Damec was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1994. Jeffrey had worked at 14 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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 advisor shows no other business activity.

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

January 24, 2023 - September 30, 2024

MIT ASSOCIATES, LLC

CRD#: 121171

TIBURON, CA

Past

January 12, 2018 - December 31, 2022

CABOT LODGE SECURITIES LLC

CRD#: 159712

Dana Point, CA

Past

September 6, 2017 - January 4, 2018

MOLONEY SECURITIES CO., INC.

CRD#: 38535

MANCHESTER, MO

Past

September 17, 2014 - August 11, 2017

SHOPOFF SECURITIES, INC.

CRD#: 142866

IRVINE, CA

Past

June 9, 2010 - September 9, 2014

ATEL SECURITIES CORPORATION

CRD#: 17229

SAN FRANCISCO, CA

Past

December 4, 2009 - June 9, 2010

ALT FUND DISTRIBUTORS LLC

CRD#: 146547

NEW YORK, NY

Past

June 8, 2009 - November 17, 2009

SELECT CAPITAL CORPORATION

CRD#: 145997

PHOENIX, AZ

Past

January 2, 2009 - June 1, 2009

ORCHARD SECURITIES, LLC

CRD#: 133378

PLEASANT GROVE, UT

Past

December 20, 2007 - January 2, 2009

OMNI BROKERAGE, INC.

CRD#: 16878

SOUTH JORDAN, UT

Past

March 8, 2005 - June 5, 2007

U.S. SELECT SECURITIES LLC

CRD#: 133082

NAPA, CA

Past

August 20, 2003 - January 3, 2005

GRUBB & ELLIS SECURITIES, INC.

CRD#: 17932

SANTA ANA, CA

Past

October 17, 2001 - March 26, 2003

CAREY FINANCIAL, LLC

CRD#: 15246

NEW YORK, NY

Past

March 2, 1994 - February 15, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 2, 1994 - February 15, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Series 63

Date: 2/28/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/1994

General Securities Representative Examination

Current Firm

MIT ASSOCIATES, LLC

LIABILITY SOLUTIONS | MIT ASSOCIATES, LLC

CRD#: 121171 / SEC#: , 8-65386

Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

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Contact information

Main Address

85 Eastview Avenue, Tiburon, CA 94920

Mailing Address

Po Box 774, Tiburon, CA 94920

Phone number

(415) 860-3673

Established

California since 04/17/2020

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
MIT HOLDINGS, LLC	OWNER OF MIT ASSOCIATES, LLC
FORD, DAVID WRENN	CEO, CCO, MANAGING PARTNER	1188531
HARLINE, LISA DESAI	MANAGING PARTNER	6565161
STEWART, SCOTT ALEXANDER	FINOP	6977422
THORNTON, STEVEN LEE	PRINCIPAL	4496384

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.

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Firm Stability Insights

Jeffrey R. Damec

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CABOT LODGE SECURITIES LLC

MOLONEY SECURITIES CO., INC.

SHOPOFF SECURITIES, INC.

ATEL SECURITIES CORPORATION

ALT FUND DISTRIBUTORS LLC

SELECT CAPITAL CORPORATION

ORCHARD SECURITIES, LLC

OMNI BROKERAGE, INC.

U.S. SELECT SECURITIES LLC

GRUBB & ELLIS SECURITIES, INC.

CAREY FINANCIAL, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/28/1994

SIE

Date: 10/1/2018

Series 7

Date: 3/1/1994

Current Firm

MIT ASSOCIATES, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

MIT ASSOCIATES, LLC

TRUST BUT VERIFY

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