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23 Inverness Center Pkwy, Birmingham, AL 35242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-04-06 |
Branch Locations
23 Inverness Center Pkwy, Birmingham, AL 35242 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-11-22 |
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 | 2020-05-13 |
Branch Locations
100 Grandview Place, Birmingham, AL 35243 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-04-05 |
| TX | RA | APPROVED_RES | 2018-04-05 |
Branch Locations
23 Inverness Center Parkway Suite 100, Birmingham, AL 35242 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Birmingham | AL | 01/1997 | 02/2017 |
| Oneascent Financial Services Llc | Birmingham | AL | 02/2017 | Present |
| Oneascent Wealth Management | Birmingham | AL | 05/2020 | Present |
| Oneascent Family Office Llc | Birmingham | AL | 10/2022 | Present |
| Oneascent Capital | Birmingham | AL | 10/2022 | Present |
REAL ESTATE OWNERSHIP:LOT/LAND; NOT INVESTMENT RELATED; JUNE 2005. BUSINESS OWNERSHIP: DIVINE PROVIDENCE DEVELOPMENT CORP; OWNER; OWNS REAL ESTATE AND IS A DEVELOPMENT COMPANY; BIRMINGHAM, AL 35238; DECEMBER 2007; 1-9 HOURS PER MONTH / PATRIOT'S PARADISE, LLC; OWNER; OWNS/DEVELOPS REAL ESTATE; BIRMINGHAM, AL 35238; DECEMBER 2007; 1-9 HOURS PER MONTH /CML HOLDINGS, LLC; OWNER; OWNS REAL ESTATE; BIRMINGHAM, AL 35238; DECEMBER 2007; 0 HOURS PER MONTH / ADVISORY PARTNERS LLC; MEMBER; MANAGEMENT COMPANY FOR ADVISOR OFFICE SPACE; BIRMINGHAM, AL 35242; JANUARY 2011. INDEPENDENT INSURANCE BROKERING: INDIVIDUAL COMMERCIAL BROKERAGE, INC; MAY 2012 / JOHN HANCOCK LTC; JANUARY 2012 / LINCOLN BENEFIT LIFE; APRIL 2014. FIDUCIARY ACTIVITIES; NAMED OR ACT IN A FIDUCIARY CAPACITY; SUCH AS ATTORNEY-IN-FACT, TRUSTEE, CONSERVATOR, GUARDIAN, EXECUTOR OR PERSONAL REPRESENTATIVE TAX ACTIVITIES: ACCOUNTING & BUSINESS CONSULTANTS, INC.; TAX PLANNING AND PREPARATION FOR INDIVIDUALS AND SMALL BUSINESSES.; NOVEMBER 2012.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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