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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-04-22 |
Branch Locations
1127 N. Main St., Bluffton, IN 46714 • 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 |
|---|---|---|---|---|
| Oneascent Financial Services, Llc, D/B/A Strategence Capital Llc | Bluffton | IN | 08/2021 | Present |
| Purdue University Fort Wayne | Fort Wayne | IN | 08/2020 | 12/2023 |
| Christian Care Retirement Community | Bluffton | IN | 06/2021 | 08/2021 |
| Bcg Capital Llc | Bluffton | IN | 01/2020 | 05/2020 |
| Trinity Properties | Bluffton | IN | 08/2019 | 12/2019 |
| Outdoor Concepts | Bluffton | IN | 05/2016 | 07/2021 |
| Norwell High School | Ossian | IN | 08/2016 | 05/2020 |
1. Name of business: H&K Estates LLC. 2. Whether the business is investment-related: No. 3. Address: 409 W. Wabash St., Bluffton, IN 46714. 4. Nature of the business: the LLC owns and manages a duplex. 5. Position: Owner. 6. Relationship with other business: None. 7. Start date: July 2022. 8. Approximate number of hours per month: 2. 9. Number of hours during trading hours: 0. 10. Duties: manages a duplex.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-22 |
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