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JD

James M. D'amico

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CRD#: 3142301
JD

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.

James Michael D'amico, who also goes by James Michael Damico, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1998. James had worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Michael Damico

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

November 27, 2018 - January 16, 2019

ODINGARD CAPITAL MANAGEMENT

RIA
CRD#: 297861
WOODSTOCK, GA
Past

September 29, 2016 - March 29, 2018

FIRSTRUST

RIA
CRD#: 111800
Atlanta, GA
Past

November 1, 2013 - October 26, 2015

TD AMERITRADE, INC.

RIA
CRD#: 7870
ALPHARETTA, GA
Past

November 1, 2013 - October 26, 2015

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
ALPHARETTA, GA
Past

November 1, 2013 - October 26, 2015

TD AMERITRADE, INC.

BD
CRD#: 7870
ALPHARETTA, GA
Past

April 21, 2009 - April 16, 2013

HARRISDIRECT LLC

RIA
CRD#: 42159
ARLINGTON, VA
Past

November 19, 2007 - April 16, 2013

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ATLANTA, GA
Past

November 17, 2005 - August 17, 2006

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA
Past

August 13, 2003 - November 12, 2003

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

June 25, 2002 - July 24, 2003

LH ROSS & COMPANY, INC.

BD
CRD#: 37920
BOCA RATON, FL
Past

December 23, 2000 - April 29, 2002

CYBERVEST SECURITIES INC.

BD
CRD#: 40767
FT. LAUDERDALE, FL
Past

February 17, 1999 - October 17, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

December 2, 1998 - January 7, 1999

JOSEPH CHARLES & ASSOC., INC.

BD
CRD#: 3949
BOCA RATON, FL

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
RR
IAR
Series 66
Date: 4/17/2009
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OC
ODINGARD CAPITAL MANAGEMENT
LIFETIME INCOME STORE ADVISORS, LLC | ODINGARD CAPITAL MANAGEMENT, LLC | ODINGARD CAPITAL MANAGEMENT

CRD#: 297861 / SEC#:

Georgia
Registered Investment Advisory firm - (8/7/2018 Approved)
Ohio
Registered Investment Advisory firm - (6/18/2020 Approved)
Oklahoma
Registered Investment Advisory firm - (2/6/2019 Approved)
Texas
Registered Investment Advisory firm - (2/14/2019 Conditional Restricted)
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Contact information


Main Address
2005 East 21st Street, Tulsa, OK 74114
Mailing Address
Phone number
(918) 794-4060
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts110
AUM (Assets Under Management)$ 32,060,315

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


ODINGARD CAPITAL MANAGEMENT

CRD#: 297861

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