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Advisor at OASIS ADVISORS
Mount Juliet, TN | 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 29, 2025 | n/a | yes | FOREST CITY, IA|Mount Juliet, TN|Mount Juliet, TN | Current employment |
| TERRA WEALTH | Independent wealth | Jul 26, 2022 | Aug 27, 2025 | no | HIGH POINT, NC|Mt. Juliet, TN | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Aug 1, 2011 | Jun 8, 2022 | no | MOUNT JULIET, TN|NASHVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TERRA WEALTH | OASIS ADVISORS | Aug 27, 2025 | May 29, 2025 | -90 | Firm change after gap | RIA to new firm |
| PRIMERICA ADVISORS | TERRA WEALTH | Jun 8, 2022 | Jul 26, 2022 | 48 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 320643:335555:NC:2025-08-27 | Aug 27, 2025 | May 29, 2025 | HIGH POINT, NC | Firm change after gap |
| 10111:320643:TN:2022-06-08 | Jun 8, 2022 | Jul 26, 2022 | NASHVILLE, TN | Firm change |