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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-09 |
Branch Locations
219 Main Street Suite 1, Andover, NJ 07821 • 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 |
|---|---|---|---|---|
| Lpl | North Kingstown | RI | 06/2011 | 03/2025 |
| Oneascent Financial Services, Llc | Birmingham | AL | 03/2025 | 06/2026 |
| Oneascent Financial Services, Llc | Birmingham | AL | 06/2026 | Present |
1. OneAscent Financial Services DBA Hampton Square Wealth Management. Investment related. At registered location. RIA. Advisor. Start date: 10/2025. 160 hrs/month; all during trading hours. Provide advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
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