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Advisor at ALPHABIT INVESTMENTS, LLC
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 |
|---|---|---|---|---|---|---|
| ALPHABIT INVESTMENTS, LLC | Asset manager | Oct 30, 2025 | n/a | yes | FOREST CITY, IA | Current employment |
| OASIS ADVISORS | Independent wealth | May 28, 2025 | n/a | yes | FOREST CITY, IA | Current employment |
| TERRA WEALTH | Independent wealth | Mar 8, 2023 | Aug 27, 2025 | no | HUBBARD, IA|HIGH POINT, NC|FOREST CITY, IA | Previous registration |
| UNCOMMON WEALTH PARTNERS, LLC | State registered | Jun 22, 2017 | Mar 17, 2023 | no | ANKENY, IA|ANKENY, IA | Previous registration |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Sep 2, 2016 | Jul 20, 2017 | no | Johnston, IA|ANKENY, IA | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Sep 2, 2016 | Nov 2, 2016 | no | JOHNSTON, IA|OVERLAND PARK, KS | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Dec 9, 2014 | Sep 1, 2016 | no | JOHNSTON, IA|OVERLAND PARK, KS | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | May 17, 2011 | Dec 22, 2014 | no | WEST DES MOINES, IA | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | May 25, 2004 | Oct 29, 2004 | no | OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TERRA WEALTH | OASIS ADVISORS | Aug 27, 2025 | May 28, 2025 | -91 | Firm change after gap | RIA to new firm |
| UNCOMMON WEALTH PARTNERS, LLC | TERRA WEALTH | Mar 17, 2023 | Mar 8, 2023 | -9 | Firm change | Other |
| SUMMIT FINANCIAL GROUP INC | UNCOMMON WEALTH PARTNERS, LLC | Jul 20, 2017 | Jun 22, 2017 | -28 | Firm change | Other |
| VSR ADVISORY SERVICES | SUMMIT FINANCIAL GROUP INC | Nov 2, 2016 | Sep 2, 2016 | -61 | Channel change | Other |
| SECURITIES AMERICA ADVISORS, INC. | VSR ADVISORY SERVICES | Dec 22, 2014 | Dec 9, 2014 | -13 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109485:288676:IA:2017-07-20 | Jul 20, 2017 | Jun 22, 2017 | ANKENY, IA | Firm change |
| 14503:109485:KS:2016-10-31 | Nov 2, 2016 | Sep 2, 2016 | OVERLAND PARK, KS | Firm change after gap |