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DB

Damion P. Brown

Some features on this profile are disabled
CRD#: 7797980
DB

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.

Damion Patrick Brown was a registered financial professional .

Damion is a previously registered financial professional and started their career in finance in 2023. Damion had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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 name of the other business - self empoyed real estate agent whether the business is investment-related - not investment related the address of the other business - 110 Woodglen Ct Southlake, TX 76092 the nature of the other business - real estate your position - real estate agent title, or relationship with the other business - real estate agent, sole proprietor the start date of your relationship - March 2019 the approximate number of hours/month you devote to the other business - Zero the number of hours you devote to the other business during securities trading hours - Zero and briefly describe your duties relating to the other business - none. License is inactive but wanted to disclose it. Would only reactivate for personal real estate transactions or to assist a family member with a home sale or purchase. I would do this after business hours and would make that disclosure to any potential client/family member. To be clear, this is not an active business for me. I have not made any sales since 2022. If it is possible to make an occasional sale for any family members, given that all activities and communications are done after work or on the weekends, I would like to reserve that right. If not, I understand and I will leave my license inactive and let it expire. I also understand I would not be able to do this for Fisher clients, but as I stated would only do this for personal real estate transactions and/or family members.

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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

December 6, 2024 - March 26, 2025

ALTRU FINANCIAL

RIA
CRD#: 333278
SOUTHLAKE, TX
Past

May 13, 2024 - September 4, 2024

FISHER INVESTMENTS

RIA
CRD#: 107342
PLANO, TX
Past

November 28, 2023 - April 24, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
PLANO, TX
Past

October 11, 2023 - April 24, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
PLANO, TX

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: 11/28/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/11/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/31/2023
Securities Industry Essentials Examination

Current Firm

AF
ALTRU FINANCIAL
ALTRU FINANCIAL | ALTRU FINANCIAL, LLC

CRD#: 333278 / SEC#:

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Contact information

Main Address
Southlake, TX
Mailing Address
Phone number
(972) 822-8072
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

ALTRU FINANCIAL

CRD#: 333278

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