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Gregory Kent Diamond

Oasis Advisors

Forest City, IA

Forest City, IA

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Current Employers
Oasis Advisors

136 S 4Th Street, Forest City, IA 50436 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-06-04
  • IA RA
    APPROVED
    Since 2025-06-04

Branch Locations

136 S 4Th Street, Forest City, IA 50436 • United States

136 S 4Th Street, Forest City, IA 50436 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Dallas TX 09/2007 08/2022
Pfs Investments Inc Dallas TX 08/2011 08/2022
Terra Wealth Management, Llc Forest City IA 08/2022 08/2025
Oasis Advisors, Llc Forest City IA 06/2025 Present
  • 09/2007 → 08/2022
    Primerica Financial Services
    Dallas, TX
  • 08/2011 → 08/2022
    Pfs Investments Inc
    Dallas, TX
  • 08/2022 → 08/2025
    Terra Wealth Management, Llc
    Forest City, IA
  • 06/2025 → Present
    Oasis Advisors, Llc
    Forest City, IA
Previous Registrations
  • 2022-08-12 → 2025-08-27
    Terra Wealth
    Athens, TX
    High Point, NC
    Forest City, IA
  • 2012-06-27 → 2022-08-12
    Pfs Investments Inc.
    Bedford, TX
    Gilmer, TX
    Athens, TX
    Olathe, KS
    Hays, KS
    Athens, TX
    Dallas, TX
Other Businesses

Independent Insurance Agent, 15 Hrs/Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-30
S63 Uniform Securities Agent State Law Examination 2011-09-16
  • S65 Uniform Investment Adviser Law Examination
    2012-03-30
  • S63 Uniform Securities Agent State Law Examination
    2011-09-16

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
ALPHABIT INVESTMENTS, LLC
GREENSTONE WEALTH MANAGEMENT
BISON WEALTH, LLC
EDWARD JONES
INTELLICENTS INVESTMENT SOLUTIONS INC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

TROY EUGENE HALL
MATTHEW KORY JENNINGS
BRYAN MATTHEW DEWHURST
TAYLOR JESSE THOMPSON
RYAN BIESINGER WALL
SETH THOMAS KELLEY
Rukmini Sunkara
BRIAN ROBERT ECKERT

Other Offices

LPL FINANCIAL LLC · FOREST CITY, IA
ALPHABIT INVESTMENTS, LLC · FOREST CITY, IA
GREENSTONE WEALTH MANAGEMENT · FOREST CITY, IA
BISON WEALTH, LLC · Forest City, IA
LPL FINANCIAL LLC · FOREST CITY, IA
EDWARD JONES · GARNER, IA
INTELLICENTS INVESTMENT SOLUTIONS INC · Lake Mills, IA
CETERA INVESTMENT ADVISERS LLC · Britt, IA

More in Forest City, IA

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