Christopher Scott Damen

Employer firm

Cross State Financial Group LLC CRD 282011

$188M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 05/2017
  Wilbanks Securities, Inc.
  Oklahoma City, OK
• 05/2017 → Present
  Cross State Financial Group, Llc
  Albuquerque, NM
• 05/2017 → 12/2019
  Crown Capital Securities, L.P.
  Orange, CA

Previous Registrations

• 2013-06-21 → 2017-06-02
  Wilbanks Securities Advisory
  Littleton, CO
  Oklahoma City, OK
• 2005-07-12 → 2007-01-22
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Other Businesses

INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES (LIFE, ACCIDENT, HEALTH & VARIABLE ANNUITIES)

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-14
• S63 Uniform Securities Agent State Law Examination
  2004-02-19

Other Names

• Scott Damen