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Damon Joseph Wykrent

Wykrent, Damon

Flower Mound, TX

CRD 4231487

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Employer firm

Wykrent, Damon CRD 153532

$30.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Wykrent, Damon

700 Parker Square, Suite 250, Flower Mound, TX 75028 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-06-11
  • TX RA
    APPROVED
    Since 2010-06-11

Branch Locations

700 Parker Square, Suite 250, Flower Mound, TX 75028 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Damon Wykrent Cfp Highland Village TX 05/2010 Present
Damon Wykrent Highland Village TX 10/2009 Present
  • 05/2010 → Present
    Damon Wykrent Cfp
    Highland Village, TX
  • 10/2009 → Present
    Damon Wykrent
    Highland Village, TX
Previous Registrations
Other Businesses

10/2009: SOLE PROPRIETOR, CONSULTING AND EXPERT WITNESS ACTIVITIES; 80 HOURS PER WEEK; NOT INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-03
  • S66 Uniform Combined State Law Examination
    2001-04-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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