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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

JOSHUA ERIC CROSS

Advisor at ARETE WEALTH ADVISORS, LLC

WEST DES MOINES, IA

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Search this name across graphsid dfx:ria:b65e27b2-5a11-2b89-20ad-ecd297d47e84

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 26, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARETE WEALTH ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 3, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Oct 3, 2003
First registration: May 26, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4522751

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Sep 5, 2012	n/a	yes	WEST DES MOINES, IA	Current employment
DEWAAY CAPITAL MANAGEMENT	Former SEC adviser	Mar 9, 2012	Dec 31, 2012	no	WEST DES MOINES, IA	Previous registration
SCOUT WEALTH MANAGEMENT, INC.	Former SEC adviser	Feb 1, 2012	Mar 9, 2012	no	WEST DES MOINES, IA	Previous registration
DEWAAY CAPITAL MANAGEMENT	Former SEC adviser	May 26, 2005	Feb 2, 2012	no	WEST DES MOINES, IA\|WEST DES MOINES, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DEWAAY CAPITAL MANAGEMENT	ARETE WEALTH ADVISORS, LLC	Dec 31, 2012	Sep 5, 2012	-117	Firm change after gap	Other
SCOUT WEALTH MANAGEMENT, INC.	DEWAAY CAPITAL MANAGEMENT	Mar 9, 2012	Mar 9, 2012	0	Firm change	Other
DEWAAY CAPITAL MANAGEMENT	SCOUT WEALTH MANAGEMENT, INC.	Feb 2, 2012	Feb 1, 2012	-1	Firm change	Other

Relationships

Registered with (3)

→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Sep 5, 2012 to presentfactForm ADV
→ DEWAAY CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Mar 9, 2012 to Dec 31, 2012factForm ADV
→ SCOUT WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 1, 2012 to Mar 9, 2012factForm ADV

Dated events

No dated event names this entity yet.