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Current Employers
Oasis Wealth Planning Advisors

Nashville, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-02-02
  • TN RA
    APPROVED
    Since 2026-02-02

Branch Locations

Nashville, TN • United States

Nashville, TN • United States

Nashville, TN • 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
Oasis Wealth Planning Advisors, Llc Nashville TN 08/2025 Present
Blue Trust Nashville TN 05/2025 07/2025
Liberty University Lynchburg VA 12/2023 04/2025
Mexicone Mexico NY 04/2019 11/2023
Yogi Bear Mexico NY 04/2019 11/2022
Pya Waltman Capital Knoxville TN 05/2024 08/2024
Student / Unemployed Mexico NY 08/2015 04/2019
  • 08/2025 → Present
    Oasis Wealth Planning Advisors, Llc
    Nashville, TN
  • 05/2025 → 07/2025
    Blue Trust
    Nashville, TN
  • 12/2023 → 04/2025
    Liberty University
    Lynchburg, VA
  • 04/2019 → 11/2023
    Mexicone
    Mexico, NY
  • 04/2019 → 11/2022
    Yogi Bear
    Mexico, NY
  • 05/2024 → 08/2024
    Pya Waltman Capital
    Knoxville, TN
  • 08/2015 → 04/2019
    Student / Unemployed
    Mexico, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-02
  • S65 Uniform Investment Adviser Law Examination
    2026-02-02

View on SEC IAPD

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