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136 S 4Th Street, Forest City, IA 50436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED_RES | 2025-05-29 |
Branch Locations
136 S 4Th Street, Forest City, IA 50436 • United States
Mount Juliet, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Smyrna | GA | 07/2018 | 01/2023 |
| Primerica Financial Services | Smyrna | GA | 09/2017 | 01/2023 |
| Deloitte | Hermitage | TN | 12/2014 | 01/2019 |
| Ernst & Young | Nashville | TN | 02/2019 | Present |
| Terra Wealth Management, Llc | Mount Juliet | TN | 03/2023 | 08/2025 |
| Cape Securities, Inc. | Mcddonough | GA | 06/2023 | Present |
| Oasis Advisors, Llc | Mount Juliet | TN | 05/2025 | Present |
| American Global Wealth Management | Mcdonough | GA | 01/2026 | Present |
1) Insurance Sales; sales and marketing of insurance products since 1/2023; 40 hours per month with all during working hours. 2) Registered representative of Cape Securities Inc. 3) Investment adviser representative with Terra Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-03 |
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