JC
JC
Joshua Cross
22 Years of Experience
West Des Moines, IA
1 DisclosureBrokerSells Insurance
Joshua Cross is a registered investment advisor, based in West Des Moines, IA, with 22 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold.
Location
160 S 68th Street, Suite 1204, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2012Settled
Other Business ActivitiesSells Insurance
Joshua is the President of Silvercap Wealth Management and an independent insurance agent. He is also a partner in Silvercap Tax Services LLC, Dos Amigos LLC (rental house), and Geronimo Holdings LLC (vehicle restoration), dedicating minimal time to Dos Amigos and a few hours per week to Geronimo Holdings.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
August 2012 - Present · 14 yrs 2 mos
Arete Wealth Management, LLCBroker
August 2012 - Present · 14 yrs 2 mos
Previous Registrations
Dewaay Capital Management
March 2012 - December 2012 · 9 mos
Dewaay Financial Network, LLCBroker
February 2012 - August 2012 · 6 mos
LPL Financial LLCBroker
February 2012 - March 2012 · 1 mo
Scout Wealth Management, INC.
February 2012 - March 2012 · 1 mo
Dewaay Financial Network, LLCBroker
September 2006 - February 2012 · 5 yrs 5 mos
Dewaay Capital Management
May 2005 - February 2012 · 6 yrs 9 mos
Vsr Financial Services, INC.Broker
February 2005 - September 2006 · 1 yr 7 mos
Mwa Financial Services, INC.Broker
December 2003 - February 2005 · 1 yr 2 mos
State Registrations3 states
FLIATX
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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