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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-27 |
Branch Locations
722 Commerce St Suite 202, Lynchburg, VA 24504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Midlothian | VA | 11/2011 | 10/2022 |
| Boonewell Management Company Llc | Farmville | VA | 01/2006 | Present |
| Cape Securities, Inc. | Mcdonough | GA | 10/2022 | 05/2025 |
| Terra Wealth Management, Llc | Lynchburg | VA | 10/2022 | 03/2025 |
| Oasis Advisors, Llc | Lynchburg | VA | 05/2025 | Present |
1) LICENSED INSURANCE AGENT, INSURANCE SALES; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2) Your Money Your Purpose, LLC multi-member llc with Billy Zerillo (50/50) used for Money Mindset Coaching and educational content 3) Wallert Group LLC multi-member llc with Ryan Wall (50/50) provides marketing & workflow to Monte Cristo Technology LLC, real estate asset owner offering fractional real estate ownership to accredited investors as an advanced tax strategy 4) MightyWELL Health healthcare solutions company that provides alternative solution to marketplace or traditional insurance plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-26 |
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