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Advisor at OASIS WEALTH PLANNING ADVISORS
NASHVILLE, TN | Murfreesboro, TN
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 WEALTH PLANNING ADVISORS | Independent wealth | Jan 21, 2026 | n/a | yes | NASHVILLE, TN|Murfreesboro, TN | Current employment |
| THRIVE CAPITAL MANAGEMENT, LLC | Independent wealth | Jun 6, 2024 | Jan 8, 2026 | no | FORT WASHINGTON, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THRIVE CAPITAL MANAGEMENT, LLC | OASIS WEALTH PLANNING ADVISORS | Jan 8, 2026 | Jan 21, 2026 | 13 | Firm change | RIA to RIA |