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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-11-01 |
Branch Locations
2295 West Market Street Suite D, Akron, OH 44313 • 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 |
|---|---|---|---|---|
| Beacon Wealth Consultants, Inc. | Roanoke | VA | 07/2013 | 11/2017 |
| Oneascent Financial Services Llc | Maumee | OH | 11/2017 | Present |
1) TRUSTEE FOR PARENT'S TRUST; INVESTMENT RELATED; AKRON, OH; START DATE 12/2012; 3 HRS PER MONTH; 1 HR DURING TRADING. 2) ATHENA AKRON; BOARD MEMBER; NOT-INVESTMENT RELATED; START DATE 01/2015; 2 HRS PER MONTH; 0 HRS DURING TRADING 3) INDEPENDENT INSURANCE AGENT; INSURANCE SALES; START DATE 06/1999; APPROXIMATELY 5 HRS PER MONT; 5 HRS DURING TRADING 4) AKRON TAX AND ESTATE PLANNING COUNCIL; MEMBER; START DATE 2024; 0 HRS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-14 |
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