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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 |
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
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
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