Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-06 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
6081 Hamilton Blvd Suite 600, Allentown, PA 18106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Orefield | PA | 07/2015 | 09/2016 |
| Private Advisor Group, Llc | Morristown | NJ | 08/2016 | 09/2016 |
| Stonex Advisors Inc. | Schnecksville | PA | 09/2016 | 06/2025 |
| Stonex Securities Inc. | Schnecksville | PA | 09/2016 | 06/2025 |
| Oneascent Financial Services, Llc | Birmingham | AL | 06/2025 | Present |
| Pks Investments | Albany | NY | 06/2025 | Present |
1. OneAscent Financial Services d/b/a Hampton Square. Investment related. At registered location. RIA. Financial Advisor. Start date: 06/2025. 160 hrs/month; all during trading hours. Assist clients with investments. 2. Fixed Insurance. Investment-related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 06/2025. 10 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. PKSF. Investment-related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 06/2025. 10 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-12 |
Reach out to this advisor