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Current Employers
Core Wealth Management, Llc

8901 Commerce Park Drive, Oklahoma City, OK 73132 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APP_PEND_IARCE 2026-01-01
  • OK RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

8901 Commerce Park Drive, Oklahoma City, OK 73132 • 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
Rush Truck Center New Braunfels TX 03/2015 06/2017
Peter Terranova, Cpa Oklahoma City OK 07/2017 10/2019
Core Wealth Management, Llc Oklahoma City OK 10/2019 Present
  • 03/2015 → 06/2017
    Rush Truck Center
    New Braunfels, TX
  • 07/2017 → 10/2019
    Peter Terranova, Cpa
    Oklahoma City, OK
  • 10/2019 → Present
    Oklahoma City, OK
Other Businesses

FOCUSED FINANCIAL COACHING; NOT INVESTMENT RELATED; 108 N CLAYTON RD, EDMOND OK 73034; FINANCIAL COACHING; OWNER; FINANCIAL COACH; SINCE 03/2018, 20 HOURS/MONTH DEVOTED TO THIS BUSINESS; COACHING COUPLES AND INDIVIDUALS ON THIER DAY-TO-DAY SPENDING HABITS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-01
  • S65 Uniform Investment Adviser Law Examination
    2021-02-01
Other Names
  • Darenda Smoot

View on SEC IAPD

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