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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-18 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
10401 West Interstate 10 #119, San Antonio, TX 78230 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-11 |
Branch Locations
10401 West Interstate 10 Suite 119, San Antonio, TX 78230 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grace Point Church | San Antonio | TX | 09/2016 | 11/2019 |
| Intentional Ministries | San Antonio | TX | 05/2012 | 09/2016 |
| Archetype Wealth Partners Llc | Houston | TX | 11/2019 | 06/2024 |
| Oneascent Financial Services Llc | Birmingham | AL | 09/2024 | Present |
| Oneascent Family Office, Llc | Birmingham | AL | 03/2025 | Present |
1. Strong Missions; Emiritus Board Member; Nonprofit volunteer position; not investment related 2. Redeemer Bible Church; Lead Elder/Pastor; Volunteer position; not investment related 3. South Texas Youth for Christ; Vice Chair; Board Member of a nonprofit; Volunteer and not investment related 4. South Texas Alliance for Orphans; Board Member; Volunteer for nonprofit; not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-04 |
| S66 | Uniform Combined State Law Examination | 2000-10-18 |
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