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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED_RES | 2025-05-29 |
Branch Locations
136 S 4Th Street, Forest City, IA 50436 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Mount Juliet | TN | 01/1998 | 05/2022 |
| Pfs Investments | Mount Juliet | TN | 01/1998 | 05/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2022 | 11/2023 |
| Terra Wealth Management, Llc | Thomasville | NC | 07/2022 | 08/2025 |
| Cape Securities, Inc. | Mcdonough | GA | 11/2023 | Present |
| Oasis Advisors, Llc | Mount Juliet | TN | 05/2025 | Present |
| American Global Wealth Management | Mcdonough | GA | 01/2026 | Present |
1) Licensed insurance professional 2) Registered representative of Cape Securities Inc. 3) Investment adviser representative with Terra Wealth Management, LLC 4) TWYLA HOME, LLC rental property, formed in 01/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-10 |
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