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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 |
|---|---|---|---|---|
| Jackson Brokerage | Fort Wayne | IN | 02/2017 | 02/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2017 | 02/2018 |
| Cetera Investment Advisors | Fort Wayne | IN | 02/2017 | 02/2018 |
| Unemployed | Haviland | OH | 01/2016 | 01/2017 |
| Lpl Financial Llc | Van Wert | OH | 03/2018 | 09/2023 |
| Advisors' Pride Inc. | Van Wert | OH | 03/2018 | 09/2022 |
| Gateway Wealth Partners, Llc | Van Wert | OH | 09/2022 | 09/2023 |
| Oneascent Financial Services Llc | Birmingham | AL | 09/2023 | Present |
1) 2/1/2023 - Insurance - Non-Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 01/17/2023 - 5 Hours Per Month/5 Hours During Securities Trading 2) Paulding County Chamber of Commerce -- Not investment related -- not compensated
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-25 |
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