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Current Employers
Charter Advisory Corporation

250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2009-09-17
  • OH RA
    APPROVED
    Since 2009-09-17

Branch Locations

250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States

Cincinnati, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Connecticut General Life Insurance Co Covington KY 03/1995 Present
Lpl Financial Llc Cincinnati OH 09/2009 Present
Charter Advisory Corporation Cincinnati OH 09/2009 Present
  • 03/1995 → Present
    Connecticut General Life Insurance Co
    Covington, KY
  • 09/2009 → Present
    Lpl Financial Llc
    Cincinnati, OH
  • 09/2009 → Present
    Cincinnati, OH
Previous Registrations
  • 2000-09-11 → 2009-09-08
    Mutual Service Corporation
    Boston, MA
    Loveland, OH
Other Businesses

1. 10/05/2009 - DAMASKA & ASSOCIATES - TAX DBA - USED FOR TAX PREP AND FIXED INSURANCE BUSINESS NOT AS LPL DBA NAME 2. 10/19/2009: DAMASKA WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 3. 12/29/2009: DAMASKA & ASSOCIATES, INC - TAX PREP / ACCOUNTING / BOOKKEEPING - OWNER / PRESIDENT 4. 12/29/2009: DAMASKA & ASSOCIATES, INC - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - OWNER / PRESIDENT. INS TYPES: NON-INVESTMENT BASED LIFE, DISABILITY & LONG-TERM CARE 5. 9/9/2010 - Charter Advisory Corporation - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/2009 - 32 Hours Per Month/Time Spent 20% - I provide investment advisory services through Charter Advisory Corporation, an independent investment advisor firm. I started this business activity in 09/2009. I expect to spend approximately 32 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-04-18
  • S63 Uniform Securities Agent State Law Examination
    1995-04-18
Other Names
  • David P Damaska

View on SEC IAPD

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