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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-29 |
Branch Locations
600 E Corsicana, Athens, TX 75751 • United States
136 S 4Th Street, Forest City, IA 50436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primamerica Financial Services | Dallas | TX | 06/2018 | 08/2022 |
| William C Bone Dds | Canton | TX | 07/1975 | 06/2018 |
| Terra Wealth Management, Llc | Canton | TX | 08/2022 | 08/2025 |
| Oasis Advisors, Llc | Athens | TX | 05/2025 | Present |
1) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-29 |
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