John Robert Tate

Current Employers

Oneascent Financial Services Llc

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

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2023-08-25

TN RA
APPROVED

Since 2023-08-25

Branch Locations

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

Maryville, TN • 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
Patriot Investment Management Group Inc.	Knoxville	TN	07/2012	08/2023
Oneascent Financial Services, Llc	Birmingham	AL	08/2023	Present

07/2012 → 08/2023

Patriot Investment Management Group Inc.

Knoxville, TN
08/2023 → Present

Oneascent Financial Services, Llc

Birmingham, AL

Previous Registrations

2012-08-06 → 2023-08-28

Patriot Investment Management Group Inc

Knoxville, TN

Other Businesses

HOPE FINANCIAL 06/2012-PRESENT, OWNER, FINANCIAL CONSULTING-20 HOURS PER MONTH, DUTIES INCLUDE BUSINESS FINANCIAL CONSULTING AND FINANCIAL MANAGEMENT SERVICES OFFERED TO CHURCHES, INDIVIDUALS, AND BUSINESSES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-08-03

S65 Uniform Investment Adviser Law Examination

2012-08-03

Designations

View on SEC IAPD