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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-01 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
9121 Anson Way Suite 200, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management, Inc | Durham | NC | 07/2009 | 12/2025 |
| Verity Investments, Inc | Durham | NC | 06/2011 | 10/2025 |
| Verity Financial Group | Durham | NC | 07/2009 | 10/2025 |
| Oneascent Financial Services, Llc | Birmingham | AL | 12/2025 | Present |
1) Sentinel Primary Care; Not investment-related; Raleigh, NC; Health care; Director; Board member; 03/2016; 2 hours per month; 2 during market hours; Advise on overall mission of the practice. 2) Trusty Handyman, LLC.; Not investment-related; Raleigh, NC; Handyman services; Owner; Manager; 05/2022; 20 hours per month; 20 during market hours; Conduct handyman services. 3) Sisters of St. Cecilia Congregation; Not investment related; Nashville, TN; Mission Advancement Advisory Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-27 |
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