Best Investors
Account
Sign in
Best Investors
Account
Sign in
136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-30 |
Branch Locations
136 S 4Th Street, Forest City, IA 50436 • United States
1094 S Gilbert Road Suite 201, Gilbert, AZ 85296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Gilbert | AZ | 06/1996 | 09/2022 |
| Arizona College Prep | Chandler | AZ | 10/2017 | 05/2021 |
| Terra Wealth Management, Llc | Chandler | AZ | 09/2022 | 08/2025 |
| Oasis Advisors, Llc | Gilbert | AZ | 05/2025 | Present |
1. LEGALSHIELD; NOT INVESTMENT RELATED; 13006 E VIA DEL VERDE CHANDLER, AZ 85249; SALE OF LEGAL PROTECTION SERVICES; LEGALSHIELD BROKER; STARTING 9/20/2023; DEVOTING APPROXIMATELY 4 HOURS PER MONTH WITH NONE DURING TRADING HOURS. 2. INSURANCE SALES; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-18 |
Reach out to this advisor