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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-31 |
Branch Locations
8 Commerce Avenue, Selinsgrove, PA 17870 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blueskies Wealth Management | Selinsgrove | PA | 08/2015 | 09/2018 |
| Brokers International Financial Services | Selinsgrove | PA | 09/2015 | 05/2024 |
| Oneascent Financial Services, Llc | Birmingham | AL | 05/2024 | Present |
1.)LONE OAK FINANCIAL SERVICES, LLC, DBA FOR SECURITIES AND INSURANCE BUSINESS; 8 COMMERCE AVE SELINSGROVE PA 17870; FINANCIAL SERVICES; 40 HRS A MONTH; 32.5 HOURS DURING TRADING; ANNUAL INCOME $100,000; WWW.LONEOAKFINANCIAL.COM
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-09 |
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