DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at OASIS ADVISORS
FOREST CITY, IA | Gilbert, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OASIS ADVISORS | Independent wealth | May 30, 2025 | n/a | yes | Gilbert, AZ|FOREST CITY, IA | Current employment |
| TERRA WEALTH | Independent wealth | Sep 28, 2022 | Aug 27, 2025 | no | CHANDLER, AZ|HIGH POINT, NC | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Aug 17, 2011 | Sep 19, 2022 | no | MESA, AZ|GILBERT, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TERRA WEALTH | OASIS ADVISORS | Aug 27, 2025 | May 30, 2025 | -89 | Firm change after gap | RIA to new firm |
| PRIMERICA ADVISORS | TERRA WEALTH | Sep 19, 2022 | Sep 28, 2022 | 9 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 320643:335555:NC:2025-08-27 | Aug 27, 2025 | May 30, 2025 | HIGH POINT, NC | Firm change after gap |
| 10111:320643:AZ:2022-09-19 | Sep 19, 2022 | Sep 28, 2022 | GILBERT, AZ | Firm change |