Noah William Dorman

Employer firm

Oneascent Financial Services LLC CRD 284549

$3.54B regulatory AUM 15 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Oneascent Financial Services Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

06/2012 → 02/2025

Stonex Securities Inc

Schnecksville, PA
08/2023 → 02/2025

Stonex Advisors Inc

Schnecksville, PA
02/2025 → Present

Oneascent Financial Services, Llc

Birmingham, AL

Previous Registrations

2023-08-09 → 2025-02-12

Stonex Advisors Inc.

Birmingham, AL

Orefield, PA

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-07

S66 Uniform Combined State Law Examination

2023-08-07

Designations

Certified Financial Planner

View on SEC IAPD