Joshua Michael Damore

Employer firm

Strive Financial Group, LLC CRD 333298

$247M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2018 → 08/2021
  Mass Mutual Life Insurance Company
  Grayslake, IL
• 05/2019 → 08/2021
  Mml Investors Services
  Grayslake, IL
• 07/2011 → 08/2018
  Assurance Technologies, Inc.
  Bartlett, IL
• 08/2021 → 08/2023
  Trustwealth Strategies
  Indianapolis, IN
• 09/2023 → Present
  Wellington Wealth Strategies Llc (Trustwealth Strategies)
  Spring Grove, IL
• 09/2024 → Present
  Strive Financial Group, Llc
  Spring Grove, IL

Previous Registrations

• 2023-09-25 → 2024-12-31
  Wellington Wealth Strategies, Llc
  Indianapolis, IN
  Spring Grove, IL

Other Businesses

Strive Financial Group, LLC; Investment Related; Indianapolis, IN; Insurance Agent; Fixed Insurance sales; Started 09/2024; Approximately 80 hours per month spent; Approximately 80 hours per month spent during securities trading hours. Wellington Wealth Strategies, LLC; Investment Related; Indianapolis, IN; Started 11/2019; Investment Advisor Representative; Provide investment advisory services; Will remain dually registered through the transition of business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-23
• S63 Uniform Securities Agent State Law Examination
  2019-08-23

Other Names

• Joshua Damore
• Joshua Michael Damore