Damon Wallace Francis

Current Employers

Employment History

• 01/2012 → 03/2023
  Union Bank
  San Diego, CA
• 02/2012 → 03/2023
  Unionbanc Investment Services
  San Diego, CA
• 03/2023 → 03/2023
  City National Securities, Inc.
  Irvine, CA
• 03/2023 → Present
  City National Securities, Inc.
  La Jolla, CA

Previous Registrations

• 2012-02-22 → 2023-03-15
  U.S. Bancorp Advisors, Llc
  San Diego, CA
• 2010-11-03 → 2012-01-03
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  San Leandro, CA
  San Diego, CA
• 2006-04-05 → 2010-11-04
  Wells Fargo Investments, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA

Other Businesses

Personal investments in 12 active real estate LLCs (all in a limited partnership capacity with no obligations of time or fundraising):1. CWP Lamar Station LLC. ~1% ownership in 2 multi family RE properties located at 1600 Hoyt Street Lakewwod, CO & 3125-3129 W Arkansas Denver, CO.2. Orep Eagle Crest JV, LLC. ~1% ownership in multi family RE property located at 9699 W. 16th Avenue Lakewood, CA.3. Orep Ranches JV LLC. ~ ~1% ownership in a multi family RE property located at 200 E 2300 N North Ogden, UT.4. Orep Hwy JV, LLC. ~1% ownership in a multi family RE property located at 10951 Laureate Drive San Antonio, TX.5. Orep Lookout Point Apartments Provo LLC.~1% ownership in a multi family RE property located at 1200 Terrace Drive, Provo UT 84604.6. Orep Yukon Court JV LLC. ~1% ownership in a multi family RE property located at 4490 Yukon Court Wheat Ridge, CO.7. Orep Rwtv JV, LLC~1% ownership in a multi family RE property located at 7937 W. 54th Avenue Arvada, CO 80002.8. Orep Timbers JV LLC. ~1% ownership in a multi family RE property located at 900 Peques St. San Marcos, TX. 9. JBC Outlook 1 LLC. ~1% ownership in a multi family RE property located at 10228 194th St E Graham, WA.10. JBC Sky Harbor 2 LLC. ~1% ownership in a multi family RE property located at 2323 East Van Buren St. Phoenix, AZ.11. JBC Hamilton Oaks 4 LLC. ~2% ownership in a 40 acre RE development project in Austin, TX.12. Westport-Acacia Industrial Development, LLC. ~1% ownership in a self storage property located at 8500 Cunningham Lake Rd. Little Rock AR.13. Name of Entity: Meridian Heights LLC; Non-investment related Address: 8804 State Street, Sandy, UT 84070; Nature of OBA: 96 unit multifamily property; Position/Title/Relationship: Limited Partner; Start Date: 03/01/2024; Time devoted: 0 hours per month; 0 during securities trading hours Duties: ~1% owner/investor in the project with no duties/responsibilities. 14. Name of Entity: Westport Properties; Non investment-related; Address: 660 Newport Center Dr. Suite 1450 Newport Beach, CA 92660; Nature of OBA: Limited partner in a RE investment in a 321-unit multifamily development in Fort Myers, FL; Position/Title/Relationship: Limited Partner; Start Date: 09/25/2024; Time devoted: 0 hours per month; 0 during securities trading hours; Duties: Limited partner with no obligations of time or fundraising. 15. Name of Entity: Tideline Partners; Non investment-related; Address: 2148 Jimmy Durante Blvd. Suite B Del Mar, CA 92014; Nature of OBA: LLC investment in a retail real estate property located at 1916 S Coast Highway in Oceanside, CA.; Position/Title/Relationship: Limited Partner; Start Date: 09/25/2024; Time devoted: 0 hours per month; 0 during securities trading hours; Duties: I will be a limited partner with in the LLC with no obligations of time or fundraising. 16. name of the other business: Knoll Crest Apartments; whether the business is investment-related: non investment-related; address of the other business: 5700 North Knoll, San Antonio, TX 78240; the nature of the other business: Passive, limited investment; your position; title, or relationship with the other business: Passive investor; start date of your relationship: 12/31/2025; the approximate number of hours/month you devote to the other business: 0; the number of hours you devote to the other business during securities trading hours: 0; briefly describe your duties relating to the other business: I will be a limited partner in the investment with no obligations of time or fundraising. 17. Casa Bella 30th LLC; non investment-related; 4347-4367 30th Street, San Diego, CA 92104; Private Company; Limited partner; 01/23/2026; Less than 10%; I will be an investor with no responsibilities of time or fundraising.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-04