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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-09-08 |
| MO | RA | APPROVED | 2023-09-07 |
| NE | RA | APPROVED | 2023-09-07 |
| TX | RA | APPROVED | 2023-09-07 |
Branch Locations
13305 Birch Dr. Suite 203 2Nd Floor, Omaha, NE 68164 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sioux City | IA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sioux City | IA | 11/2016 | 09/2023 |
| Wells Fargo Advisors Financial Network, Llc | Sioux City | IA | 09/2023 | Present |
DEMOSS WEALTH MANAGEMENT, LLC, INVT RELATED, OMAHA, NE, 100% OWNERSHIP, START DATE 4/24/0023, 20 HRS PER MONTH, 20 HRS DURING TRADING, FINET PRACTICE. ARVADA WEALTH LLC; INV RELATED; OMAHA, NE; 50 % OWNERSHIP; START DATE 4/4/2023; 160 HOURS PER MONTH; 8 DURING TRADING; FINET PRACTICE. RED HERON LLC; INV RELATED; OMAHA, NE; 100% OWNERSHIP WITH SPOUSE; START DATE 4/1/2024; 2 HOURS PER MONTH; 0 DURING TRADING; OWNER. RENTAL PROPERTY - FARM; INV RELATED; FAIRFAX,MO; AGRICULTURE AND OUTDOOR RECREATION;50% OWNERSHIP; START DATE: 12/15/2025; 20 HRS PER MONTH; 0 HRS DURING TRADING;| TODD DEMOSS SOLE PROPRIETORSHIP; NOT INV RELATED;OMAHA,NE; INSURANCE ;100% OWNERSHIP; START DATE: 06/01/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-25 |
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