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Advisor at OASIS ADVISORS
Wausau, WI | FOREST CITY, IA
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 | Wausau, WI|FOREST CITY, IA | Current employment |
| TERRA WEALTH | Independent wealth | Sep 21, 2022 | Aug 27, 2025 | no | WAUSAU, WI|HIGH POINT, NC | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Sep 11, 2013 | Sep 23, 2022 | no | WAUSAU, WI | 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 23, 2022 | Sep 21, 2022 | -2 | 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:WI:2022-09-20 | Sep 23, 2022 | Sep 21, 2022 | WAUSAU, WI | Firm change |