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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-22 |
Branch Locations
10406 State Route 118, Van Wert, OH 45891 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Van Wert | OH | 03/2012 | 09/2023 |
| Advisors' Pride Inc. | Van Wert | OH | 10/2014 | 10/2022 |
| Gateway Wealth Partners, Llc | Van Wert | OH | 10/2022 | 09/2023 |
| Oneascent Financial Services Llc | Birmingham | AL | 09/2023 | Present |
1). NM956 LLC -- Real Estate that holds the Strategence Van Wert office 2). 1127NMSTB -- Real Estate that holds the Strategence Bluffton Office 3). Strategence Aviation has been renamed SC213 and that is the LLC that holds my plane. 4). Investment in High Mount Capital(A Private Equity Firm) - not an owner just an investor in one of their funds 5). An investment in Garden City Equity(A Private Equity Firm) - not an owner just an invest in one of their funds 6). Trustee of the Van Wert County Foundation 7). Board Member of LifeWise Academy Inc - The National Board 8). Chairman of the LifeWise Foundation - A supporting entity of LifeWise Inc 9). Invested in the Equity Group - in two LLCS -- Britton Flex LLC and HAY LLC 10). Strategence Capital - Our Firm - own 75% of the shares 11). Member of the Summit Outdoors Group in Columbus Ohio
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-21 |
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