This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

OASIS ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 1975earliest registration or exam on IAPD

Years in industry

51derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Oct 29, 2018

First registration

Sep 6, 2019

Dual registered

no

IAPD individual key

7006426

• Occurred

  Aug 27, 2025
  Advisor changed firm

  William Carlisle Bone left Terra Wealth for Oasis Advisors (registered 2025-05-29)

  Form ADVobserved 6 days ago
• Occurred

  Aug 8, 2022
  Advisor changed firm

  William Carlisle Bone left Primerica Advisors for Terra Wealth (registered 2022-08-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2127fcbd-d792-400c-67a9-57fda928ed39

First observed

Sep 6, 2019

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.