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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-27 |
Branch Locations
136 S 4Th Street, Forest City, IA 50436 • United States
Lititz, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | York | PA | 07/2019 | 09/2022 |
| Primerica Financial Services | York | PA | 08/2018 | 09/2022 |
| Stauffers Kissel Hill | Lititz | PA | 02/2019 | 06/2022 |
| Cameron Inn Estates | Mount Joy | PA | 08/2018 | 12/2018 |
| Taziki's Mediterranean Cafe | Birmingham | AL | 11/2017 | 05/2018 |
| Revelator Coffee Company | Birmingham | AL | 04/2017 | 11/2017 |
| Westin Birmingham Hotel | Birmingham | AL | 01/2016 | 04/2017 |
| Sports Additions | Tuscaloosa | AL | 08/2006 | 01/2019 |
| Cape Securities, Inc. | Mcdonough | GA | 09/2022 | 12/2024 |
| Terra Wealth Management, Llc | Manchester | PA | 09/2022 | 03/2025 |
| Oasis Advisors, Llc | Lititz | PA | 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 - 50/50 owner used for Money Mindset Coaching and educational content.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-20 |
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