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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-30 |
| MD | RA | APPROVED | 2025-07-29 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2020 | 07/2025 |
| Federal Energy Regulatory Commission | Hagerstown | MD | 06/2009 | 03/2020 |
| Oneascent Financial Services, Llc | Birmingham | AL | 07/2025 | Present |
Insurance sales; Investment related; ability to conduct insurance product transactions for clients; 11527 Orange Blossom Ct. Smithsburg, MD 21783; approx. 10 hours a months
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-20 |
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