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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-03 |
| OH | RA | APPROVED | 2023-09-22 |
Branch Locations
1127 N. Main St., Bluffton, IN 46714 • United States
10406 State Route 118, Van Wert, OH 45891 • 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 |
|---|---|---|---|---|
| Strategence Capital | Van Wert | OH | 04/2016 | 10/2017 |
| Lpl Financial, Llc | Van Wert | OH | 08/2016 | 09/2023 |
| Advisors' Pride Inc. | Van Wert | OH | 10/2017 | 10/2022 |
| Gateway Wealth Partners, Llc | Van Wert | OH | 10/2022 | 09/2023 |
| Oneascent Financial Services Llc | Birmingham | AL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-15 |
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