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7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-05 |
| OH | RA | APPROVED | 2011-07-25 |
Branch Locations
7530 Lucerne Drive, Suite 400, Middleburg Heights, OH 44130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidato Wealth Llc | Middleburg Heights | OH | 12/2008 | Present |
1) FIDATO WEALTH LLC, 7530 LUCERNE DRIVE, SUITE 400, MIDDLEBURG HEIGHTS, OH 44130. START DATE 12/2008, OWNER AND PRESIDENT. FIDATO WEALTH LLC IS ALSO A LICENSED INSURANCE AGENCY IN THE STATE OF OHIO, THROUGH WHICH MR. D'AMICO IS A LICENSED INSURANCE AGENT, IN WHICH HE SPENDS 5% OF MY TIME DURING NORMAL WORK HOURS ON THESE ACTIVITIES. PRIMARY DUTIES INCLUDE UTILIZING FIXED LIFE INSURANCE PRODUCTS THAT ARE NOT SECURITIES OR INVESTMENT RELATED WHEN IT MEETS A CLIENT'S NEEDS AND OBJECTIVES, AS PART OF THEIR COMPREHENSIVE FINANCIAL PLAN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-13 |
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