Ian Matthew Morrison

Current Employers

Oneascent Financial Services Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-05-14
IL	RA	APPROVED	2023-05-22

TX RA
APPROVED_RES

Since 2026-05-14
IL RA
APPROVED

Since 2023-05-22

Branch Locations

181 N Virginia St., Crystal Lake, IL 60014 • United States

100 Grandview Place Suite 200, Birmingham, AL 35243 • 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
Securities America, Inc.	Crystal Lake	IL	03/2020	08/2021
Securities America, Inc.	Crystal Lake	IL	08/2021	05/2023
Conscious Cup Coffee Roasters	Crystal Lake	IL	10/2019	03/2020
Royals Property Service	Crystal Lake	IL	09/2017	10/2019
Unemployed	Algonquin	IL	08/2011	09/2017
Securities America Advisors	Crystal Lake	IL	02/2022	05/2023
Purshe Kaplan Sterling	Albany	NY	05/2023	Present
One Ascent Financial Services Dbathe Cornerstone Financial Group	Crystal Lake	IL	05/2023	Present

03/2020 → 08/2021

Securities America, Inc.

Crystal Lake, IL
08/2021 → 05/2023

Securities America, Inc.

Crystal Lake, IL
10/2019 → 03/2020

Conscious Cup Coffee Roasters

Crystal Lake, IL
09/2017 → 10/2019

Royals Property Service

Crystal Lake, IL
08/2011 → 09/2017

Unemployed

Algonquin, IL
02/2022 → 05/2023

Securities America Advisors

Crystal Lake, IL
05/2023 → Present

Purshe Kaplan Sterling

Albany, NY
05/2023 → Present

One Ascent Financial Services Dbathe Cornerstone Financial Group

Crystal Lake, IL

Previous Registrations

2022-02-22 → 2023-05-25

Securities America Advisors, Inc.

Crystal Lake, IL

Other Businesses

1. One Ascent Financial Services dba The Cornerstone Financial Group Inc. Investment Related. At registered location. RIA. Assistant to Advisor/IAR. RIA employee(Non-Producer). 5/19/2023. 100 hours/month all during trading hours. Independent advisors assistant. 2. PKS. Investment related. At registered location. Broker Dealer. 5/19/2023. 3. One Ascent Financial Services dba The Cornerstone Financial Group. Investment-related. At registered location. RIA. Advisor Assistant. 80 hrs/month; all during trading hours. Assisting in the administrative tasks in the office, preparing financial plans and assisting in meeting preparation.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-18

S66 Uniform Combined State Law Examination

2022-02-18

View on SEC IAPD