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Robert Walter Felts

Oneascent Financial Services LLC

Simpsonville, SC

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
SC RA APPROVED 2019-09-06
  • SC RA
    APPROVED
    Since 2019-09-06

Branch Locations

Simpsonville, SC • 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
Anderson University Anderson SC 04/2014 05/2018
First Baptist Church Simpsonville Simpsonville SC 06/2014 Present
  • 04/2014 → 05/2018
    Anderson University
    Anderson, SC
  • 06/2014 → Present
    First Baptist Church Simpsonville
    Simpsonville, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-06
  • S65 Uniform Investment Adviser Law Examination
    2019-09-06

View on SEC IAPD

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