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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 | 2025-05-29 |
Branch Locations
136 S 4Th Street, Forest City, IA 50436 • United States
1094 S Gilbert Rd Suite 201, Gilbert, AZ 85296 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Gilbert | AZ | 11/1992 | 09/2022 |
| Pfs Investments Inc. | Gilbert | AZ | 11/1992 | 09/2022 |
| Desert Peaks Financial Group | Gilbert | AZ | 09/2020 | 09/2022 |
| Cape Securities, Inc. | Mcdonough | GA | 09/2022 | Present |
| Terra Wealth Management, Llc | Gilbert | AZ | 09/2022 | Present |
| Oasis Advisors, Llc | Gilbert | AZ | 05/2025 | Present |
1) INSURANCE SALES; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2) Investment adviser representative with Terra Wealth Management, LLC 3) REGISTERED REPRESENTATIVE WITH CAPE SECURITIES, INC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-02 |
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