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Damon Moran

25 Years of Experience
Oklahoma City, OK
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Damon Moran is a registered investment advisor, based in Oklahoma City, OK, with 25 years of industry experience. Damon is also registered as a broker, so some compensation may come from commissions on products sold.

Location

3401 NW 63rd Street, Suite600, Oklahoma City, OK, 73116

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Damon is affiliated with Moran Wealth Management, LLC for tax purposes and DKM LLC for health insurance purposes.

Employment History
Current Registrations
Thurston, Springer, Miller, Herd & Titak, INC.Broker
June 2024 - Present · 2 yrs 4 mos
Thurston Springer Advisors
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Phillips Capital Advisors, INC.
February 2012 - June 2024 · 12 yrs 4 mos
T.S. Phillips Investments, INC.Broker
February 2012 - June 2024 · 12 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - February 2012 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2005 - February 2012 · 6 yrs 3 mos
Edward JonesBroker
August 2001 - November 2005 · 4 yrs 3 mos
State Registrations11 states
ILINLAMNMTNCOKSCTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Damon Moran - Financial Advisor | TrueAdvisor