Kirby A. Demoss
Professional summary
Kirby Adam Demoss, who also goes by Kirby Adam De Moss, is a registered financial advisor currently at DIVVI WEALTH MANAGEMENT located in Kansas City, Missouri.
Kirby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kirby has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kirby Adam Demoss's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 22, 2022 - Present
DIVVI WEALTH MANAGEMENT
Office #1: 220 W 18th Street Suite 202, Kansas City, MO 64108January 27, 2006 - April 22, 2021
WADDELL & REED
January 27, 2006 - August 11, 2021
IVY DISTRIBUTORS, INC.
July 25, 2001 - January 18, 2006
EDWARD JONES
Primary Firm SEC Registration
DIVVI WEALTH MANAGEMENT
CRD#: 318241 / SEC#: 801-134413
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/1/2022)
(2/22/2022)
(6/3/2022)
Exams
Series 7TO
Date: 3/29/2024
General Securities Representative ExaminationCurrent Firm
DIVVI WEALTH MANAGEMENT
CRD#: 318241 / SEC#: 801-134413
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 706 |
| AUM (Assets Under Management) | $ 111,248,589 |
Red Flags
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