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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| WI | RA | APPROVED | 2025-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Wausau | WI | 12/1989 | 09/2022 |
| Cape Securities, Inc. | Mcdonough | GA | 09/2022 | 12/2024 |
| Terra Wealth Management, Llc | Wausau | WI | 09/2022 | 08/2025 |
| Oasis Advisors, Llc | Wausa | WI | 05/2025 | Present |
1) Licensed insurance professional.; INSURANCE SALES SINCE 9/2022; FIXED INSURANCE PRODUCTS; DEVOTES 20 HOURS PER MONTH WITH 16 DURING TRADING HOURS. 2) Indirect owner of AlphaBit Investments, LLC. AlphaBit Investments, LLC sponsors and manages an ETF. 3) Tre 916 Real Estate approx. 1 hour a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-01 |
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