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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-04-15 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-01 |
| AL | RA | APPROVED | 2022-11-21 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
100 Grandview Place, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-05-07 |
Branch Locations
100 Grandview Place, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Management Services Llp | Birmingham | AL | 09/1997 | 03/2022 |
| Plantech | Birmingham | AL | 08/1997 | 06/2020 |
| The Retirement Advantage, Inc. | Appleton | WI | 06/2020 | 12/2021 |
| Oneascent Wealth Management Llc | Birmingham | AL | 05/2021 | Present |
| Oneascent Family Office Llc | Birmingham | AL | 10/2022 | Present |
| Oneascent Financial Services, Llc | Birmingham | AL | 04/2024 | Present |
BTEA, LLC 2205 CAHABA VALLEY DRIVE BIRMINGHAM, AL 35242 NOT INVESTMENT RELATED, OWNER OCCUPIED COMMERCIAL REAL ESTATE 1998-PRESENT MEMBER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-02-21 |
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