Best Investors Account Sign in
Inactive

Joseph Michael D'AMico

Cx Institutional, LLC

Plano, TX

Auburn, IN

Claim This Profile
Current Employers
Cx Institutional, Llc

200 East 7Th Street, Auburn, IN 46706 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-18
  • TX RA
    APPROVED
    Since 2024-06-18

Branch Locations

7500 Dallas Parkway Suite 475, Plano, TX 75024 • United States

200 East 7Th Street, Auburn, IN 46706 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Personal Capital San Francisco CA 09/2017 07/2019
Personal Capital Dallas TX 07/2019 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 Present
Empower Financial Services, Inc Greenwood Village CO 08/2023 Present
Cx Institutional Llc Auburn IN 06/2024 Present
Fidelity Brokerage Services Llc Westlake TX 12/2014 09/2017
  • 09/2017 → 07/2019
    Personal Capital
    San Francisco, CA
  • 07/2019 → 04/2023
    Personal Capital
    Dallas, TX
  • 04/2023 → Present
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 08/2023 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 06/2024 → Present
    Cx Institutional Llc
    Auburn, IN
  • 12/2014 → 09/2017
    Fidelity Brokerage Services Llc
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-01-12
S66 Uniform Combined State Law Examination 2013-03-16
  • S63 Uniform Securities Agent State Law Examination
    2024-01-12
  • S66 Uniform Combined State Law Examination
    2013-03-16
Designations
Other Names
  • Joseph Michael Damico
  • Joe Michael Damico
  • Joseph Michael Damico
  • Joseph Michael Damico
  • Joseph Michael D'AMico
  • Joseph Michael D'AMico

View on SEC IAPD

Other Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor