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CD

Christopher S. Damen

CROSS STATE FINANCIAL GROUP LLC
LITTLETON, CO
Some features on this profile are disabled
CRD#: 2916865
CD

Professional summary


Christopher Scott Damen, who also goes by Scott Damen, is a registered financial advisor currently at CROSS STATE FINANCIAL GROUP LLC located in Littleton, Colorado.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Christopher has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Scott Damen

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.
INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES (LIFE, ACCIDENT, HEALTH & VARIABLE ANNUITIES)

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Scott Damen's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 12, 2017 - Present

CROSS STATE FINANCIAL GROUP LLC

RIA
CRD#: 282011
LITTLETON, CO
Past

May 18, 2017 - December 31, 2019

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
LITTLETON, CO
Past

June 21, 2013 - June 2, 2017

WILBANKS SECURITIES ADVISORY

RIA
CRD#: 118304
LITTLETON, CO
Past

March 20, 2013 - June 2, 2017

WILBANKS SECURITIES, INC.

BD
CRD#: 40673
LITTLETON, CO
Past

February 14, 2007 - January 8, 2013

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
CENTENNIAL, CO
Past

July 12, 2005 - January 22, 2007

AIM PRIVATE ASSET MANAGEMENT

RIA
CRD#: 109264
HOUSTON, TX
Past

December 19, 2003 - January 22, 2007

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, 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".
CS
CROSS STATE FINANCIAL GROUP LLC
CROSS STATE FINANCIAL GROUP LLC

CRD#: 282011 / SEC#: 801-117843

RIA
Registered Investment Advisory firm - (1/2/2020 Approved)
Arizona
Registered Investment Advisory firm - (11/22/2021 Terminated)
Colorado
Registered Investment Advisory firm - (11/22/2021 Terminated)
Florida
Registered Investment Advisory firm - (11/22/2021 Terminated)
Michigan
Registered Investment Advisory firm - (11/23/2021 Terminated)
New Mexico
Registered Investment Advisory firm - (12/31/2021 Terminated)
South Dakota
Registered Investment Advisory firm - (11/22/2021 Terminated)
Texas
Registered Investment Advisory firm - (11/22/2021 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Colorado
(5/12/2017)
IAR
Florida
(4/25/2019)
IAR
Texas
(5/12/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/14/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CS
CROSS STATE FINANCIAL GROUP LLC
CROSS STATE FINANCIAL GROUP LLC

CRD#: 282011 / SEC#: 801-117843

RIA
Registered Investment Advisory firm - (1/2/2020 Approved)
Arizona
Registered Investment Advisory firm - (11/22/2021 Terminated)
Colorado
Registered Investment Advisory firm - (11/22/2021 Terminated)
Florida
Registered Investment Advisory firm - (11/22/2021 Terminated)
Michigan
Registered Investment Advisory firm - (11/23/2021 Terminated)
New Mexico
Registered Investment Advisory firm - (12/31/2021 Terminated)
South Dakota
Registered Investment Advisory firm - (11/22/2021 Terminated)
Texas
Registered Investment Advisory firm - (11/22/2021 Terminated)
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Contact information


Main Address
6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109
Mailing Address
8424 S. Yukon St., Littleton, CO 80128
Phone number
(800) 621-6974
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (2/14/2025)

Regulatory assets under management


Total Number of Accounts1,028
AUM (Assets Under Management)$ 166,767,480

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


CROSS STATE FINANCIAL GROUP LLC

CRD#: 282011Littleton, CO

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