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Joshua Michael Damore

STRIVE FINANCIAL GROUP
Spring Grove, IL
·CRD# 7029422·8 years experience

Professional Summary

Joshua Michael Damore, who also goes by Joshua Damore, is a registered financial advisor currently at STRIVE FINANCIAL GROUP, LLC located in Spring Grove, Illinois. Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joshua has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6TO exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Joshua Damore

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

STRIVE FINANCIAL GROUP, LLC·CRD# 333298
RIA
Spring Grove, IL
October 30, 2024 - Present
WELLINGTON WEALTH STRATEGIES, LLC·CRD# 306298
RIA
Spring Grove, IL
September 25, 2023 - December 31, 2024
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Grayslake, IL
May 28, 2019 - August 5, 2021

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Current Firm

SF
STRIVE FINANCIAL GROUP, LLC

FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC

CRD#: 333298 / SEC#: 801-131400
RIA
Registered Investment Advisory firm - SEC (10/30/2024 Approved)

Contact Information

Main Address

10201 N. Illinois Street Suite 325, Carmel, IN 46290

Phone Number

(317) 590-0146

# of Employees

12

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV2A (7/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,991

AUM (Assets Under Management)

$246,692,286

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Strive Financial Group, LLC; Investment Related; Indianapolis, IN; Insurance Agent; Fixed Insurance sales; Started 09/2024; Approximately 80 hours per month spent; Approximately 80 hours per month spent during securities trading hours. Wellington Wealth Strategies, LLC; Investment Related; Indianapolis, IN; Started 11/2019; Investment Advisor Representative; Provide investment advisory services; Will remain dually registered through the transition of business.

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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".
SF
STRIVE FINANCIAL GROUP, LLC

FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC

CRD#: 333298 / SEC#: 801-131400
RIA
Registered Investment Advisory firm - SEC (10/30/2024 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.
IAR
Illinois
(10/30/2024)
IAR
Indiana
(10/30/2024)
IAR
Texas
(10/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2019About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed May 2019About the SIE exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2018About the Series 6TO exam

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CRS (Client Relationship Summary) - RIA

Click below to view Joshua Michael Damore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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