Daniel Isaac Demoss

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → Present
  Raymond James Financial Services
  Tulsa, OK
• 11/2008 → Present
  Raymond James Financial Services Advisors, Inc
  Tulsa, OK

Previous Registrations

• 2002-08-06 → 2008-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK
  Tulsa, OK
• 1999-01-06 → 2002-07-25
  Ameriprise Financial Services, Llc
  Tulsa, OK

Other Businesses

(1) Name of Business: 918 Tax Doctor LLC Address: 3108 E. 81st Street, Tulsa, OK, 74137, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/29/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Consulting (2) Name of Business: Delta LLC Address: 3108 E. 81st Street , Tulsa, OK, 74137, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/30/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Charles Flinton is our treasurer (3) Name of Business: DeMoss Adventures LLC Address: 2505 S. Boston Place, Tulsa, OK, 74114, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/27/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Author of a children's book, retail sales (4) Name of Business: Jozai Senjo LLC Address: 3108 E 81st St, Tulsa, OK, 74136, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/31/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company (5) Name of Business: Metsudah LLC Address: 3108 E. 81st Street, Tulsa, OK, 74137, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/31/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% Owner of Land, Dock, & Shed (6) Name of Business: Taj Mahal Properties LLC Address: 3108 E 81st St, Tulsa, OK, 74137, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/28/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% Owner, Charles and I built an office for our branch 3/4 occupied and will rent the other 1/4 of the building in the future. (7) Name of Business: Turner Group Address: 3108 E 81st St, Tulsa, OK, 74137-1338, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/30/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-23
• S66 Uniform Combined State Law Examination
  1998-12-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Daniel I Demoss
• Danny I Demoss
• Dan I Demoss