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Sarah Elise Mouw

Oneascent Financial Services LLC

Bozeman, MT

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
TX RA APPROVED 2024-08-13
MN RA APPROVED 2024-08-09
MT RA APPROVED 2024-08-09
  • TX RA
    APPROVED
    Since 2024-08-13
  • MN RA
    APPROVED
    Since 2024-08-09
  • MT RA
    APPROVED
    Since 2024-08-09

Branch Locations

Bozeman, MT • 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
Rbc Capital Markets, Llc Wayzata MN 09/2021 Present
Bible Study Fellowship San Antonio TX 02/2020 09/2021
Thrivent Financial Minneapolis MN 06/2014 03/2020
City National Bank Wayzata MN 03/2022 Present
Oneascent Financial Services, Llc Birmingham AL 08/2024 Present
  • 09/2021 → Present
    Rbc Capital Markets, Llc
    Wayzata, MN
  • 02/2020 → 09/2021
    Bible Study Fellowship
    San Antonio, TX
  • 06/2014 → 03/2020
    Thrivent Financial
    Minneapolis, MN
  • 03/2022 → Present
    City National Bank
    Wayzata, MN
  • 08/2024 → Present
    Oneascent Financial Services, Llc
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-13
  • S66 Uniform Combined State Law Examination
    2021-12-13
Other Names
  • Ellie Anderson
  • Sarah Elise Anderson

View on SEC IAPD

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