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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-12 |
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-13 |
| AL | RA | APPROVED | 2020-07-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Birmingham | AL | 02/2010 | 12/2018 |
| Oneascent Financial Services | Birmingham | AL | 12/2018 | 07/2020 |
| Oneascent Wealth Management | Birmingham | AL | 07/2020 | Present |
| Oneascent Family Office | Birmingham | AL | 08/2025 | Present |
WESTMINSTER SCHOOL AT OAK MOUNTAIN PRESBYTERIAN CHURCH POSITION: BOARD OF DIRECTORS NATURE: PRIVATE SCHOOL INVESTMENT RELATED: NO NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/2013 ADDRESS: 5080 CAHABA VALLEY TRACE, BIRMINGHAM AL 35242 DESCRIPTION: BOARD MEMBER TO SERVE A 6 YEAR TERM BEGINNING FEB. 1, 2013,AND PROVIDE GUIDANCE COUNSEL AND DIRECTION TO THE HEADMASTER OF SCHOOL., I DO NOT HAVE SPECIFIC DUTIES AT THIS TIME BUT AM BEING ASKED TO SERVE TO FULFILL BYLAW REQUIREMENTS,OF OUR CHURCH. RANDALL H. & NIKKI M. MORRIS POSITION: LANDLORD NATURE: RESIDENTIAL RENTAL PROPERTY INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 10/01/2009 ADDRESS: 5509 CEDARSHED COVE, BIRMINGHAM AL 35242 DESCRIPTION: COLLECTION OF RENT, HOME MAINTENANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-26 |
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