Mark Eugene Morrison

Current Employers

Oneascent Financial Services Llc

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2023-05-23
TX	RA	APPROVED	2023-05-22

IL RA
APPROVED

Since 2023-05-23
TX RA
APPROVED

Since 2023-05-22

Branch Locations

181 N. Virginia St., Crystal Lake, IL 60014 • United States

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Cornerstone Financial Group Inc	Crystal Lake	IL	03/1994	05/2023
Securities America, Inc.	Crystal Lake	IL	07/1994	05/2023
Securities America Advisors, Inc	Crystal Lake	IL	08/2000	05/2023
Purshe Kaplan Sterling Investments	Albany	NY	05/2023	Present
One Ascent Financial Services Dbathe Cornerstone Financial Group	Crystal Lake	IL	05/2023	Present

03/1994 → 05/2023

The Cornerstone Financial Group Inc

Crystal Lake, IL
07/1994 → 05/2023

Securities America, Inc.

Crystal Lake, IL
08/2000 → 05/2023

Securities America Advisors, Inc

Crystal Lake, IL
05/2023 → Present

Purshe Kaplan Sterling Investments

Albany, NY
05/2023 → Present

One Ascent Financial Services Dbathe Cornerstone Financial Group

Crystal Lake, IL

Previous Registrations

2000-08-21 → 2023-05-25

Securities America Advisors, Inc.

Algonquin, IL

Algonquin, IL

Crystal Lake, IL

Other Businesses

1. Fixed Insurance. Investment Related. At the registered location. Independent Insurance Agent / Agency, Agent. 5/2023. 30 Hours monthly all during trading hours. Provide insurance advice based on the needs of client(s). 2. PKSF. Investment Related. At the registered Location. Insurance agent/ agency. Agent. 5/2023. 30 hrs. monthly, all during trading hours. Provide insurance advice to based on the needs of client(s). 3. The arising Church. Elder/overseer. Elder at my Church. Investment Related. 20hrs/ Monthly. 20 Hours/ Securites. 08/01/2016. 211 N. Virginia, Crystal Lake IL 60014. Counseling, preaching, and helping the congregation and pastors. 4. Inheritance Realty. Owner/Manager. Lease/rental of Office space. Investment Related. 10 Hours/ Monthly & during trading hours. 11/01/2020. 181 North Virginia Ave. Unit A, Crystal Lake IL 60014. Inheritance Realty purchase the office building that The Cornerstone Financial Group is located. Inheritance Realty has one building with four units with which Cornerstone is one tenant and there are 3 other tenants. 5. One Ascent Financial Services dba The Cornerstone Financial Group. Investment Related. At the registered location. RIA. Assistant to Advisor/IAR. RIA. 5/19/2023. 160 hours/month 20Hrs/ during trading hours. Independent advisors assistant. 6. Registered representative of PKS. Investment related. At the registered location. Broker dealer. 5/19/2023.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-08-26
S65	Uniform Investment Adviser Law Examination	1994-08-26

S63 Uniform Securities Agent State Law Examination

1994-08-26
S65 Uniform Investment Adviser Law Examination

1994-08-26

Designations

View on SEC IAPD