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One Pointe Dr., Suite 205, Brea, CA 92821 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-18 |
| TX | RA | APPROVED | 2026-06-10 |
| ID | RA | APPROVED | 2026-06-05 |
| OH | RA | APPROVED | 2026-06-05 |
| TN | RA | APPROVED | 2026-06-04 |
| CA | RA | APPROVED | 2026-04-29 |
Branch Locations
8483 N. Millbrook Avenue, Suite 106, Fresno, CA 93720 • United States
1700 Woodlands Ministry Partners Securities, Maumee, OH 43567 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Camelot Portfolios, Llc | Maumee | OH | 05/2013 | 08/2018 |
| Oneascent Financial Services | Birmingham | AL | 08/2018 | 08/2019 |
| Howard Bailey Financial, Inc. | Fort Wayne | IN | 10/2023 | 04/2026 |
| Genacy Llc | Perrysburg | OH | 08/2019 | 10/2023 |
| Ministry Partners Securities | Perrysburg | OH | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-03 |
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