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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-27 |
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
1113 48Th Avenue North Suite 119, Myrtle Beach, SC 29577 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
1113 48Th Avenue North Suite 119, Myrtle Beach, SC 29577 • United States
100 Grandview Place, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
Myrtle Beach, SC • United States
100 Grandview Place, Birmingham, AL 35243 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services | Dallas | TX | 02/2015 | 02/2022 |
| Oneascent Wealth Management Llc | Birmingham | AL | 02/2022 | Present |
| Oneascent Financial Services, Llc | Birmingham | AL | 07/2024 | Present |
| Oneascent Family Office, Llc | Birmingham | AL | 08/2024 | Present |
Bluff Mountain Lodge, LLC. Investment related. Myrtle Beach, SC. Real Estate. Partner/Member. Member. November 2023. 20 hours per month. 5 hours per week. Real estate purchasing and selling.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-25 |
| S66 | Uniform Combined State Law Examination | 2012-01-09 |
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