DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Damon Marshall Zahlmann
Feed of 09/14/2026
Also filed as Damon M Zahlmann
At current firm
2 y
since Oct 6, 2023
In the industry
26 y
since Jun 3, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Msh Capital Advisors LLC independent RIA currentsince Oct 6, 2023 · Scottsdale, Az
- Clarus Wealth Advisors, LLC independent RIAOct 24, 2016 to Sep 27, 2023 · Peoria, Az
- Wfg Advisors, LP formerNov 18, 2014 to Aug 30, 2017 · Peoria, Az
- Independent Financial Group, LLC BD affiliatedAug 19, 2013 to Oct 31, 2014 · Scottsdale, Az
- Sagepoint Financial, Inc. formerOct 13, 2010 to Aug 20, 2013 · Phoenix, Az
- Rg Advisor Group formerSep 28, 2006 to Nov 29, 2010 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Clarus Wealth Advisors, LLC to Msh Capital Advisors LLCleft Sep 27, 2023, registered Oct 6, 2023 (9 days) · RIA to RIA
- Wfg Advisors, LP to Clarus Wealth Advisors, LLCleft Aug 30, 2017, registered Oct 24, 2016 (-310 days) · Other · moved with a team
- Independent Financial Group, LLC to Wfg Advisors, LPleft Oct 31, 2014, registered Nov 18, 2014 (18 days) · Other
- Sagepoint Financial, Inc. to Independent Financial Group, LLCleft Aug 20, 2013, registered Aug 19, 2013 (-1 days) · Other
- Rg Advisor Group to Sagepoint Financial, Inc.left Nov 29, 2010, registered Oct 13, 2010 (-47 days) · Other
Signals
- Damon Marshall Zahlmann left Clarus Wealth Advisors, Llc for Msh Capital Advisors Llc (registered 2023-10-06)Sep 27, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address