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Inactive

Carl James Reed

Oneascent Financial Services LLC

Virginia Beach, VA

Birmingham, AL

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Current Employers
Oneascent Financial Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-09-22
  • VA RA
    APPROVED
    Since 2023-09-22

Branch Locations

Virginia Beach, VA • 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
OrganizationCityStateFromTo
Virginia Beach Parks And Rec Virginia Beach VA 10/2017 09/2018
Ocean Lakes High School Virginia Beach VA 09/2016 06/2018
Camp Kids Place Arlington VA 01/2019 09/2019
Lowes Harrisonburg VA 05/2020 10/2020
James Madison University Harrisonburg VA 09/2018 05/2022
Strategence Capital Van Wert OH 05/2021 02/2022
Lpl Financial, Llc Van Wert OH 05/2021 09/2023
Advisors' Pride Inc. Van Wert OH 05/2022 10/2022
Gateway Wealth Partners, Llc Van Wert OH 10/2022 09/2023
Oneascent Financial Services Llc Birmingham AL 09/2023 Present
  • 10/2017 → 09/2018
    Virginia Beach Parks And Rec
    Virginia Beach, VA
  • 09/2016 → 06/2018
    Ocean Lakes High School
    Virginia Beach, VA
  • 01/2019 → 09/2019
    Camp Kids Place
    Arlington, VA
  • 05/2020 → 10/2020
    Lowes
    Harrisonburg, VA
  • 09/2018 → 05/2022
    James Madison University
    Harrisonburg, VA
  • 05/2021 → 02/2022
    Strategence Capital
    Van Wert, OH
  • 05/2021 → 09/2023
    Lpl Financial, Llc
    Van Wert, OH
  • 05/2022 → 10/2022
    Advisors' Pride Inc.
    Van Wert, OH
  • 10/2022 → 09/2023
    Gateway Wealth Partners, Llc
    Van Wert, OH
  • 09/2023 → Present
    Oneascent Financial Services Llc
    Birmingham, AL
Previous Registrations
  • 2022-10-06 → 2023-09-26
    Gateway Wealth Partners, Llc
    Van Wert, OH
    Appleton, WI
  • 2022-06-03 → 2022-12-31
    Advisors' Pride Inc.
    Appleton, WI
    Van Wert, OH
Other Businesses

1) Insurance sales; non-investment related; same address as listed; approximately 10 hours spent per month during business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-15
  • S66 Uniform Combined State Law Examination
    2022-04-15

View on SEC IAPD

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