Terrance Samuel Elder

Current Employers

Optivise Advisory Services Llc

109 Holiday Ct Suite A6, Franklin, TN 37067 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-04-28

TX RA
APPROVED

Since 2023-04-28

Branch Locations

1110 Kingwood Dr 102 A, Kingwood, TX 77339 • United States

Us 1St Wealth Management

1110 Kingwood Drive 102A, Kingwood, TX 77339 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2007-12-10

TX RA
APPROVED

Since 2007-12-10

Branch Locations

1110 Kingwood Drive 102A, Kingwood, TX 77339 • 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

Organization	City	State	From	To
Cash Flow Planners	Houston	TX	01/2002	Present
Texas First Wealth Management, Llc	Houston	TX	11/2007	Present

01/2002 → Present

Cash Flow Planners

Houston, TX
11/2007 → Present

Texas First Wealth Management, Llc

Houston, TX

Previous Registrations

2007-09-07 → 2007-10-24

Integrity Alliance, Llc.

Urbandale, IA

Houston, TX
2003-07-31 → 2007-09-18

Crown Capital Securities, L.P.

Houston, TX
2003-04-30 → 2003-08-05

Pro-Integrity Securities, Inc.

Houston, TX

Other Businesses

CASH FLOW PLANNERS; INVESTMENT RELATED; PRESIDENT; I DEVOTE 50 HRS/MO TO SELLING FIXED ANNUITIES & LIFE INSURANCE. BUSINESS ADDRESS: 505 N. SAM HOUSTON PKWY. E. SUITE 515, HOUSTON, TX 77060.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-10-18

S63 Uniform Securities Agent State Law Examination

1982-10-18

Designations

Other Names

Terry Elder

View on SEC IAPD