CCO · Chappelwood Financial Services
Damon M. King
CRD 6546875 · Named on Form ADV at one SEC-registered adviser
At a glance
Chappelwood Financial Services, an SEC-registered wealth manager based in Edmond, OK with $113 million in regulatory assets, lists Damon M. King on its Form ADV as CCO, a control person.
Firms and roles
- Chappelwood Financial ServicesCCOWealth manager · Edmond, OK · $113M in regulatory assets
AtlasMembers
Damon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Victoria L. WoodsPresident/ceo, Chappelwood Financial Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Damon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.