Best Investors Account Sign in
Inactive

Matthew Williams

Oneascent Financial Services LLC

Birmingham, AL

Claim This Profile
Current Employers
Oneascent Financial Services Llc

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-04-15
  • AL RA
    APPROVED
    Since 2026-04-15

Branch Locations

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concourse Financial Group Securities Inc Birmingham AL 02/2011 02/2025
Cetera Wealth Services, Llc El Segundo CA 02/2025 03/2026
Cetera Investment Advisers Llc Schaumburg IL 02/2025 03/2026
Oneascent Financial Services, Llc Birmingham AL 03/2026 Present
Previous Registrations
  • 2025-02-20 → 2026-03-31
    Cetera Investment Advisers Llc
    Homewood, AL
  • 2013-01-03 → 2025-02-20
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-06
  • S66 Uniform Combined State Law Examination
    2012-12-06
Other Names
  • Matt Vann Williams
  • Matthew Vann Williams

View on SEC IAPD

More in Birmingham, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor