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Current Employers
Oneascent Financial Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-02-28
PA RA APPROVED 2025-02-13
  • NJ RA
    APPROVED
    Since 2025-02-28
  • PA RA
    APPROVED
    Since 2025-02-13

Branch Locations

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

Orefield, PA • United States

219 Main Street Suite 1, Andover, NJ 07821 • 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
Stonex Securities Inc Schnecksville PA 06/2012 02/2025
Stonex Advisors Inc Schnecksville PA 08/2023 02/2025
Oneascent Financial Services, Llc Birmingham AL 02/2025 Present
Previous Registrations
Other Businesses

Nature of Business: Insurance Sales Investment Related: Yes Business Position: Insurance Sales Business Duties: Insurance Sales Business Start Date: 01/01/2000 Approximately twenty hours spent on this OBA monthly, with twenty during market hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-07
  • S66 Uniform Combined State Law Examination
    2023-08-07
Designations

View on SEC IAPD

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