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William Mitchell Zerillo

Oasis Advisors

Forest City, IA

Lititz, PA

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Current Employers
Oasis Advisors

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-27
  • PA RA
    APPROVED
    Since 2025-05-27

Branch Locations

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

Lititz, PA • 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
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
  • 07/2019 → 09/2022
    York, PA
  • 08/2018 → 09/2022
    Primerica Financial Services
    York, PA
  • 02/2019 → 06/2022
    Stauffers Kissel Hill
    Lititz, PA
  • 08/2018 → 12/2018
    Cameron Inn Estates
    Mount Joy, PA
  • 11/2017 → 05/2018
    Taziki's Mediterranean Cafe
    Birmingham, AL
  • 04/2017 → 11/2017
    Revelator Coffee Company
    Birmingham, AL
  • 01/2016 → 04/2017
    Westin Birmingham Hotel
    Birmingham, AL
  • 08/2006 → 01/2019
    Sports Additions
    Tuscaloosa, AL
  • 09/2022 → 12/2024
    Cape Securities, Inc.
    Mcdonough, GA
  • 09/2022 → 03/2025
    Terra Wealth Management, Llc
    Manchester, PA
  • 05/2025 → Present
    Oasis Advisors, Llc
    Lititz, PA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-20
S63 Uniform Securities Agent State Law Examination 2019-08-20
  • S65 Uniform Investment Adviser Law Examination
    2021-09-20
  • S63 Uniform Securities Agent State Law Examination
    2019-08-20
Other Names
  • Billy Mitchell Zerillo

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