Kimberly Rose Damiani

Current Employers

Employment History

• 05/2016 → 11/2017
  Signator Investors, Inc.
  Pleasanton, CA
• 11/2017 → 07/2018
  Triad Advisors
  Norcross, GA
• 07/2018 → 05/2023
  Minnesota Life
  St. Paul, MN
• 07/2018 → 05/2023
  Securian Financial Services Inc.
  St. Paul, MN
• 07/2018 → Present
  Summit Financial Group
  San Ramon, CA
• 05/2023 → Present
  Raymond James Financial Services, Inc.
  San Ramon, CA
• 05/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  San Ramon, CA
• 07/2018 → Present
  Summit Financial Group - Fixed Insurance
  San Ramon, CA

Previous Registrations

• 2018-07-18 → 2023-05-31
  Securian Financial Services, Inc.
  San Mateo, CA
  San Ramon, CA
• 2016-05-26 → 2018-07-13
  Continuum Advisory, Llc
  Eagle, ID
• 2016-05-13 → 2017-11-17
  Signator Investors, Inc.
  Pleasanton, CA
• 2014-03-06 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Pleasanton, CA

Other Businesses

(1)Name of Business: Summit Financial Group Address: 2000 Crow Canyon Pl Ste 450, San Ramon, CA, 94583-1384, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/18/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2)Name of Business: Summit Financial Group Address: 2000 Crow Canyon Pl Ste 450, San Ramon, CA, 94583-1384, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/18/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling Fixed life Insurance (3)Name of Business: Three Valleys Community Foundation Address: 2000 Crow Canyon Pl Ste 450, San Ramon, CA, 94583-1384, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 12/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Providing thought and advice on the direction and focus of the foundation. Working the investment committee to review summary reports of current investments (held at LPL). No individual investment authority.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-12

Designations