Best Investors
Account
Sign in
250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-09-17 |
Branch Locations
250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-18 |
Reach out to this advisor