Damian L Beard

Current Employers

Employment History

• 11/2018 → 08/2019
  Edward Jones
  St Louis, MO
• 10/2014 → 11/2018
  Wells Fargo And Company
  Des Moines, IA
• 08/2019 → 12/2019
  Grmi, Inc
  West Des Moines, IA
• 09/2019 → 04/2022
  Wells Fargo And Company
  Des Moines, IA
• 04/2022 → 12/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Des Moines, IA
• 12/2018 → 08/2019
  Massachusetts Mutual Life Insurance Co
  St Louis, MO
• 08/2015 → 05/2018
  Eastern New Mexico University
  Protales, NM
• 04/2022 → 12/2023
  Bank Of America, N.A.
  Des Moines, IA
• 01/2024 → 08/2024
  Edelman Financial Engines L.L.C
  Santa Clara, CA
• 08/2024 → Present
  Syverson Strege
  West Des Moines, IA

Previous Registrations

• 2024-01-19 → 2024-09-12
  Edelman Financial Engines
  West Des Moines, IA
• 2022-06-28 → 2024-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Des Moines, IA
  New York, NY
  Des Moines, IA
  Urbandale, IA
  Farmington Hills, MI
  West Des Moines, IA
  West Des Moines, IA
  Des Moines, IA
  West Des Moines, IA
• 2019-01-08 → 2019-08-19
  Edward Jones
  West Des Moines, IA
  W Des Moines, IA
  St Louis, MO
  Waukee, IA
  Mason City, IA

Other Businesses

1. The name of the other business: Independent children's book author 2. Whether the business is investment-related: No 3. The address of the other business: 4212 Aspen Dr West Des Moines, IA 50265 4. The nature of the other business: Independent children's book author 5. The position: Author, self-publisher 6. Title, or relationship with the other business: Author, self-publisher 7. The start date: 06/01/2023 8. The approximate number of hours/month devoted to the other business: 1hr/month 9. The number of hours devoted to the other business during securities trading hours: 0hr/month 10. Duties relating to the other business: Maintain online book postings, partake in local author book signings/readings 1. The name of the other business: Holding Tiny Hands Foundation 2. Whether the business is investment-related: No 3. The address of the other business: 1113 NE 47th St Ankeny, IA 50021 4. The nature of the other business: Non-profit organization offering Neo-natal intensive care unit (NICU) family support 5. The position: Executive Director/ Board Member 6. Title, or relationship with the other business: Executive Director/ Board Member 7. The start date: 03/01/2024 8. The approximate number of hours/month devoted to the other business: 15hr/month 9. The number of hours devoted to the other business during securities trading hours: 0/month 10. Duties relating to the other business: Strategic planning, Fundraising, Board member selection, Administrative duties, Operations 1. The name of the other business: STEAM STARZ, LLC 2. Whether the business is investment-related: No 3. The address of the other business: 4212 Aspen Dr West Des Moines, IA 50265 4. The nature of the other business: Educational company 5. The position: Director of Operations 6. Title, or relationship with the other business: Director of Operations 7. The start date: 07/01/2023 8. The approximate number of hours/month devoted to the other business: 10hr/month 9. The number of hours devoted to the other business during securities trading hours: 0hr/month 10. Duties relating to the other business: Assist with STEAM class logistics (booking, set-up, tear down). Occasionally will help teach a class. 1. The name of the other business: Rental property 2. Whether the business is investment-related: No 3. The address of the other business: 592 Sienna Ridge Dr West Des Moines, IA 50266 4. The nature of the other business: Rental property 5. The position: Landlord 6. Title, or relationship with the other business: Landlord 7. The start date: 04/01/2022 8. The approximate number of hours/month devoted to the other business: 1hr/month 9. The number of hours devoted to the other business during securities trading hours: 0hr/month 10. Duties relating to the other business: Provide maintenance when needed. Manage expenses such as taxes, insurance, mortgage, HOA dues, etc. 1. The name of the other business: BidWell Benefits, LLC 2. Whether the business is investment-related: No 3. The address of the other business: 4212 Aspen Dr. West Des Moines, IA 50265 4. The nature of the other business: benefit auction services to help nonprofit organizations to raise money at their fundraiser events. 5. The position: Owner/Founder 6. Title, or relationship with the other business: Owner/Founder 7. The start date: 5/8/2025 8. The approximate number of hours/month devoted to the other business: 5-10 hrs. 9. The number of hours devoted to the other business during securities trading hours: 0 10. Duties relating to the other business: Sell auction items at fundraising events, arrange additional auction help if needed for bid spotting. Provide consulting to the nonprofit organization on which items to procure, the lineup of those items, etc.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-27

Designations

Other Names

• Damian Lee Beard