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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-12-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 04/2014 | 12/2017 |
| Bank Of America, N.A. | Greenville | SC | 09/2014 | 12/2017 |
| Oneascent Financial Services Llc D/B/A Sovereign Financial Group | Maumee | OH | 12/2017 | Present |
1) Greenville Community Church; Non-Profit Organization; Pastor/Elder of the Church; Located in Greenville, SC; Start Date: 7/26/2015; Approximately 5/hrs per week devoted, non during trading hours; Not investment-related; Responsibilities include teaching and preaching. 2) Adjunct Professor at North Greenville; non-investment related; Located in Greenville, SC; Approximately 2.5 hours a week devoted during non-trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2004-10-22 |
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