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 David George
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
5 y
since Aug 17, 2021
In the industry
26 y
since Jan 24, 2000 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Retirement Strategies state registered currentsince Aug 17, 2021 · Longview, Wa
- United Planners' Financial Services Of America A Limited Partner independent RIAAug 18, 2020 to Sep 29, 2020 · Scottsdale, Az
- Cambridge Investment Research Advisors, Inc. BD affiliatedJan 5, 2018 to Jul 14, 2020 · Longview, Wa
- Independent Financial Group, LLC BD affiliatedMar 10, 2015 to Dec 31, 2017 · Longview, Wa
- Verus Capital Partners, LLC independent RIAJul 31, 2014 to Dec 31, 2014 · Longview, Wa
- Verus Capital Partners, LLC independent RIAJul 31, 2014 to Mar 3, 2015 · Longview, Wa
- Securities America Advisors, Inc. formerJul 29, 2014 to Jul 31, 2014 · Longview, Wa
- Transamerica Financial Advisors, LLC BD affiliatedFeb 1, 2011 to Jul 25, 2014 · Longview, Wa
Moves
a registration end followed by a registration begin elsewhere
- United Planners' Financial Services Of America A Limited Partner to Retirement Strategiesleft Sep 29, 2020, registered Aug 17, 2021 (322 days) · RIA to a state-registered adviser
- Cambridge Investment Research Advisors, Inc. to United Planners' Financial Services Of America A Limited Partnerleft Jul 14, 2020, registered Aug 18, 2020 (35 days) · Affiliated broker-dealer or bank to independent RIA
- Independent Financial Group, LLC to Cambridge Investment Research Advisors, Inc.left Dec 31, 2017, registered Jan 5, 2018 (5 days) · Other
- Verus Capital Partners, LLC to Independent Financial Group, LLCleft Mar 3, 2015, registered Mar 10, 2015 (7 days) · Other
- Securities America Advisors, Inc. to Verus Capital Partners, LLCleft Jul 31, 2014, registered Jul 31, 2014 (0 days) · Other
- Transamerica Financial Advisors, LLC to Securities America Advisors, Inc.left Jul 25, 2014, registered Jul 29, 2014 (4 days) · Other
Signals
No dated event on this person.
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
- STATE REGISTEREDderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address