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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-19 |
| WA | RA | APPROVED | 2021-03-19 |
Branch Locations
5401 Ridgeline Drive, Suite 120, Kennewick, WA 99338 • 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 |
|---|---|---|---|---|
| Waddell & Reed Inc | Kennewick | WA | 10/2006 | 03/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Richland | WA | 04/2007 | Present |
| Elemsa Llc | Richland | WA | 05/2009 | Present |
| Arts Center Task Force | Richland | WA | 05/2016 | 07/2022 |
| Central United Protestant Church | Richland | WA | 09/2016 | 01/2021 |
| Oneascent Financial Services, Llc | Birmingham | AL | 03/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2021 | Present |
1) OneAscent Financial DBA 2-24 Wealth Group; Investment Related; 23 Inverness Center Parkway, Birmingham AL 35242; Investment Advisory; Title- Financial Advisor; Start- 3/19/2021; 150 Hrs/Mth; 130 During Trading Hours; Provide Investment Advisory Advice To Clients As Well As Advisory Account Maintenance 2) PKSF; Investment Related; 80 State Street, Albany, NY 12207; Fixed/Traditional Insurance; Title- Agent; Start- 3/19/2021; 4 Hrs/Mth; 3 During Trading Hours; Sales of Fixed/Traditional Insurance Products 3) Fixed Insurance; Investment Related; 80 State Street, Albany, NY 12207; Fixed Traditional Insurance; Title- Agent; Start- 3/19/2021; 5 Hrs/Mth; 5 During Trading Hrs; Sales of Fixed/Traditional Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-15 |
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