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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

DAMON MARSHALL ZAHLMANN

Advisor at MSH CAPITAL ADVISORS LLC

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:3ebbdabd-bbf3-d383-b575-d04911ec467c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 28, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MSH CAPITAL ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Jun 3, 2000
First registration: Sep 28, 2006
Dual registered: yes, broker-dealer
Other names: DAMON M ZAHLMANN
IAPD individual key: 4050354

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MSH CAPITAL ADVISORS LLC	Independent wealth	Oct 6, 2023	n/a	yes	SCOTTSDALE, AZ	Current employment
CLARUS WEALTH ADVISORS, LLC	Independent wealth	Oct 24, 2016	Sep 27, 2023	no	PEORIA, AZ	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Nov 18, 2014	Aug 30, 2017	no	PEORIA, AZ	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Aug 19, 2013	Oct 31, 2014	no	SCOTTSDALE, AZ	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 13, 2010	Aug 20, 2013	no	PHOENIX, AZ\|TEMPE, AZ\|SCOTTSDALE, AZ	Previous registration
RG ADVISOR GROUP	Former SEC adviser	Sep 28, 2006	Nov 29, 2010	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLARUS WEALTH ADVISORS, LLC	MSH CAPITAL ADVISORS LLC	Sep 27, 2023	Oct 6, 2023	9	Firm change	RIA to RIA
WFG ADVISORS, LP	CLARUS WEALTH ADVISORS, LLC	Aug 30, 2017	Oct 24, 2016	-310	Firm change after gap	Other
INDEPENDENT FINANCIAL GROUP, LLC	WFG ADVISORS, LP	Oct 31, 2014	Nov 18, 2014	18	Firm change	Other
SAGEPOINT FINANCIAL, INC.	INDEPENDENT FINANCIAL GROUP, LLC	Aug 20, 2013	Aug 19, 2013	-1	Firm change	Other
RG ADVISOR GROUP	SAGEPOINT FINANCIAL, INC.	Nov 29, 2010	Oct 13, 2010	-47	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
125073:281160:AZ:2017-08-30	Aug 30, 2017	Oct 24, 2016	PEORIA, AZ	Firm change after gap

Relationships

Registered with (6)

→ MSH CAPITAL ADVISORS LLCRegistered adviserregistration: current employment
Oct 6, 2023 to presentfactForm ADV
→ CLARUS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 24, 2016 to Sep 27, 2023factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Nov 18, 2014 to Aug 30, 2017factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Aug 19, 2013 to Oct 31, 2014factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 13, 2010 to Aug 20, 2013factForm ADV
→ RG ADVISOR GROUPRegistered adviserregistration: previous registration
Sep 28, 2006 to Nov 29, 2010factForm ADV

Dated events

Occurred
Sep 27, 2023
Advisor changed firm
Damon Marshall Zahlmann left Clarus Wealth Advisors, Llc for Msh Capital Advisors Llc (registered 2023-10-06)
Form ADVobserved 5 days ago