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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-09-04 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
11057 N Towne Square Rd, Mequon, WI 53092 • United States
Mequon, WI • United States
13400 Bishops Lane Suite 200, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Dousman | WI | 07/2013 | 11/2017 |
| Woodbury Financial Services Inc | Elm Grove | WI | 11/2017 | 01/2024 |
| Osaic Wealth, Inc. | Brookfield | WI | 01/2024 | Present |
1. DEMORE WEALTH MANAGEMENT LLC POSITION: Owner NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2017 ADDRESS: 14300 Bishops Lane, 200, Brookfield WI 53005, United States DESCRIPTION: Insurance advice, sales and service. 2. DEMORE WEALTH MANAGEMENT POSITION: Owner NATURE: Tax Preparation Service INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/13/2013 ADDRESS: 13400 Bishops Lane, 200, Brookfield WI 53005, United States DESCRIPTION: Tax advice and preparation. 3. SOLE PROP POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2006 ADDRESS: 11508 N. Oakview Ct, Mequon WI 53092, United States DESCRIPTION: Own, rent and maintain rental property. 4. TENACITY ADVISORY GROUP, INC POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 566 Red Bird Circle, De Pere WI 54115, United States DESCRIPTION: Share Best Practices 5. GOOD VIBE GUITARS, LLC POSITION: Owner NATURE: Online guitar and music equipment sales. LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 12 START DATE: 10/27/2021 ADDRESS: 11508 N. Oakview Ct, Mequon WI 53092, United States DESCRIPTION: Buyer and seller of gear.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-13 |
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