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DH

Damon Hurst

FROST INVESTMENT SERVICES
FLOWER MOUND, TX 75028
Some features on this profile are disabled
CRD#: 5796000
DH

Professional summary

Damon Hurst, who also goes by Curtis Damon Hurst, is a registered financial advisor currently at FROST INVESTMENT SERVICES located in Flower Mound, Texas and FROST BROKERAGE SERVICES, INC. located in San Antonio, Texas.

Damon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Damon has worked at 4 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Curtis Damon Hurst

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) H5 Legacy LLC; Investment related; Flower Mound, TX; Multifamily Rental Real Estate; Partner; Started 3/2020; Approx. 1hr/mo; Not during securities trading hrs; This is a passive entity and I have no day to day responsibilities. (2) Legacy 254 LLC; Investment related; Jenk, OK; Multifamily Rental Real Estate; Partner; Started 12/2018; Approx. 1hr/mo; Not during securities trading hrs; This is a passive entity and I have no day to day responsibilities.(2) Driven 2 Value LLC; Not investment related; Flower Mound, TX; Personal Development; Managing Member; Started 9/2024; Approx. 12hrs/mo; Not during securities trading hrs; Hold speaking engagements both in person and virtually to help individuals develop the mindset and skillset for personal and professional growth, while also teaching the behaviors and knowledge necessary for a healthy relationship with money.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon Hurst'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

January 27, 2022 - Present

FROST INVESTMENT SERVICES

Office #1: 5851 Long Prairie Rd Suite 101, Flower Mound, TX 75028
RIA
CRD#: 286129
FLOWER MOUND, TX
Current

April 13, 2020 - Present

FROST BROKERAGE SERVICES, INC.

Office #1: 111 W Houston Ste 100, San Antonio, TX 78205
BD
CRD#: 17465
SAN ANTONIO, TX
Past

May 19, 2020 - December 31, 2021

FROST INVESTMENT SERVICES

RIA
CRD#: 286129
ADDISON, TX
Past

October 1, 2012 - April 16, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
DALLAS, TX
Past

July 22, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
DALLAS, 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".
FI
FROST INVESTMENT SERVICES
FROST INVESTMENT SERVICES | FROST INVESTMENT SERVICES, LLC

CRD#: 286129 / SEC#: 801-108754

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(4/13/2020)
IAR
Texas
(1/27/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 7/2/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/17/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/21/2010
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FI
FROST INVESTMENT SERVICES
FROST INVESTMENT SERVICES | FROST INVESTMENT SERVICES, LLC

CRD#: 286129 / SEC#: 801-108754

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
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Contact information

Main Address
111 West Houston Street, San Antonio, TX 78205
Mailing Address
Po Box 2538, San Antonio, TX 78299
Phone number
(210) 220-5000
Established
Firm type
Fiscal year end
# of Employees
177

SEC notice filing (28 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

FIS FORM ADV PART 2A 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts3,179
AUM (Assets Under Management)$ 2,976,654,932

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/10/2024
Cover Page
Report
11/27/2023
Cover Page
Report
12/21/2022
Cover Page
Report

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

FROST INVESTMENT SERVICES

CRD#: 286129Flower Mound, TX 75028

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