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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-10-30 |
Branch Locations
136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-05-28 |
| TX | RA | APPROVED_RES | 2025-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc | Overland Park | KS | 12/2014 | 11/2016 |
| Vsr Advisory Services | Overland Park | KS | 12/2014 | 09/2016 |
| Summit Brokerage Services, Inc. | Johnston | IA | 09/2016 | 07/2017 |
| Summit Financial Group Inc. | Johnston | IA | 09/2016 | 07/2017 |
| Uncommon Wealth Partners, Llc | Ankeny | IA | 05/2017 | 03/2023 |
| Terra Wealth Management, Llc | Forest City | IA | 03/2023 | 08/2025 |
| Oasis Advisors, Llc | Forest City | IA | 05/2025 | Present |
| Alphabit Investments, Llc | Forest City | IA | 02/2025 | Present |
--Start date 02/2025. President, CIO and CCO of AlphaBit Investments, LLC,136 S 4th St, Forest City, IA 50436. Investment-related. The SEC Registrant sponsors and manages an ETF. Spends approximately 10% of time during market hours.-- --Start date 02/2025. President of OASIS Capital Hold Co. 136 S 4th St, Forest City, IA 50436. OASIS Capital Hold Co is the direct owner of AlphaBit Investments, LLC and Oasis Advisors, LLC.-- --Start date 05/2025. President and IAR of OASIS Advisors, LLC, 136 S 4th St, Forest City, IA 50436. The SEC Registrant provides investment advisory and related services to high-net-worth Individuals, corporations and pension and profit-sharing plans. Spends majority of time on this business.- -- Start date 05/2025. Insurance Agent, Oasis Advisors Risk Management, LLC. 136 S 4th St, Forest City, IA 50436. Insurance agency. Spends approximately 10% of time, some but not all during market hours.--
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-20 |
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