Damon Michael Harris

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2014 → 09/2018
  Lpl Financial, Llc
  Riverside, CA
• 09/2018 → 06/2024
  Securities America, Inc.
  Riverside, CA
• 09/2018 → 06/2024
  Securities America Advisors
  Riverside, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Riverside, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Riverside, CA

Previous Registrations

• 2018-09-06 → 2024-06-14
  Securities America Advisors, Inc.
  Riverside, CA
  Hemet, CA
• 2014-11-25 → 2018-09-18
  Lpl Financial Llc
  Hemet, CA
  Rancho Cucamonga, CA
  Riverside, CA
• 2013-05-21 → 2014-12-03
  Cuso Financial Services, L.P.
  Hemet, CA
  Riverside, CA
  Riverside, CA
  Riverside, CA
  Murrieta, CA
  Murrieta, CA
  Hemet, CA

Other Businesses

1. RivCo Insurance Position: Sales - Nature: Insurance Sales - Investment Related: No - Hours: 15 Securities Trading Hours: 15 - Start Date: 07/01/2017 - Address: 24218 Barley Rd, Moreno Valley CA 92557, United States 2. DBA: RivCo Wealth Management 3. DBA: Harris Private Wealth Group 4. HARRIS PRIVATE WEALTH GROUP INSURANCE POSITION: Sales NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2021 ADDRESS: 24218 Barley Rd, Moreno Valley CA 92557, United States DESCRIPTION: Life, health and accident insurance sales 5. RIVCO WEALTH MANAGEMENT / HARRIS PRIVATE WEALTH GROUP POSITION: Financial Advisor NATURE: Securities America Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 09/01/2018 ADDRESS: 3600 Lime St, Suite 311, Riverside CA 92501, United States DESCRIPTION: Managing and advising clients advisory accounts 6. N/A POSITION: Collecting rent NATURE: Real Estate Rental Sub Lease INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 3600 Lime St, Suite 311, Riverside CA 92501, United States DESCRIPTION: We sub lease office space to real estate broker 7. CALIFORNIA STARS BASEBALL LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2026 ADDRESS: 24218 BARLEY RD, MORENO VALLEY CA 92557, United States DESCRIPTION: Youth Baseball Development

Exams

• S66 Uniform Combined State Law Examination
  2013-05-20
• S63 Uniform Securities Agent State Law Examination
  2004-02-09