David N. Johan

DOCEO WEALTH

Meridian, ID 83642

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CRD#: 5881078

Professional summary

David Nicolas Johan, who also goes by David Johan, is a registered financial advisor currently at DOCEO WEALTH, LLC located in Meridian, Idaho.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. David has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Johan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Doceo Capital, LLC; Not investment related; Provides consulting and due diligence services to Family Office, Sponsors and other clients; Managing Partner; Located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642; 20 hours per month; Consulting Fees. 2.) Doceo Life, LLC; Investment related; Insurance broker and owner selling life, disability, health, long-term care insurance products and annuities; Owner; Located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642; 5 hours per week; Commissions. 3.) Doceo Properties, LLC; Property management; Owner; Located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642; 2 hours per month; Salary. 4.)PPP, LLC; Personal Holdings Company; Owner; Located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642; 2 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Nicolas Johan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 9, 2020 - Present

DOCEO WEALTH, LLC

Office #1: 1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642

RIA

CRD#: 310415

Meridian, ID

Past

March 18, 2015 - October 9, 2020

LEGACY WEALTH MANAGEMENT, LLC

RIA

CRD#: 174767

Meridian, ID

Past

November 20, 2012 - February 27, 2015

DESERT ROSE CAPITAL MANAGEMENT, INC.

RIA

CRD#: 154331

NAMPA, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DOCEO WEALTH, LLC

CRD#: 310415 / SEC#: 801-119586

RIA

Registered Investment Advisory firm - (10/6/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/30/2022)

IAR

Arkansas
(7/22/2022)

IAR

California
(7/22/2022)

IAR

Idaho
(10/9/2020)

IAR

Texas
(4/30/2021)

IAR

Utah
(7/22/2022)

IAR

Washington
(7/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/19/2012

Uniform Investment Adviser Law Examination

Current Firm

DOCEO WEALTH, LLC

CRD#: 310415 / SEC#: 801-119586

RIA

Registered Investment Advisory firm - (10/6/2020 Approved)

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Contact information

Main Address

1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642

Mailing Address

Phone number

(208) 350-7274

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	614
AUM (Assets Under Management)	$ 242,793,200

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David N. Johan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Nicolas Johan's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOCEO WEALTH, LLC

LEGACY WEALTH MANAGEMENT, LLC

DESERT ROSE CAPITAL MANAGEMENT, INC.

Primary Firm SEC Registration

DOCEO WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/2012

Current Firm

DOCEO WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DOCEO WEALTH, LLC

TRUST BUT VERIFY

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