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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-30 |
| TX | RA | APPROVED_RES | 2025-05-29 |
Branch Locations
136 S 4Th Street, Forest City, IA 50436 • United States
2501 North 4Th Street Suite 9, Flagstaff, AZ 86004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Flagstaff | AZ | 03/1993 | 09/2022 |
| Desert Peaks Financial Group | Flagstaff | AZ | 09/2020 | 09/2022 |
| Cape Securities, Inc | Mcdonough | GA | 09/2022 | Present |
| Terra Wealth Management, Llc | Flagstaff | AZ | 09/2022 | 08/2025 |
| Emortgage | Flagstaff | AZ | 03/2023 | Present |
| Oasis Advisors, Llc | Flagstaff | AZ | 05/2025 | Present |
| American Global Wealth Management | Mcdonough | GA | 01/2026 | Present |
1) Licensed insurance professional. 2) Investment adviser representative with Terra Wealth Management, LLC 3) Licensed loan originator with EMortgage for the purpose of referring loan business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-04 |
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