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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-09-25 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
104 South 3Rd Street, Decatur, IN 46733 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Van Wert | OH | 10/2019 | 09/2023 |
| First Bank Of Berne | Berne | IN | 02/2017 | 11/2019 |
| Iab Financial Bank | Huntington | IN | 11/2015 | 02/2017 |
| Advisors' Pride Inc. | Van Wert | OH | 01/2020 | 10/2022 |
| Gateway Wealth Partners, Llc | Bluffton | IN | 10/2022 | 09/2023 |
| Oneascent Financial Services Llc | Birmingham | AL | 09/2023 | Present |
1) Insurance Sales; Same Address; Investment Related; Appx. 10% of time during the month. 2) Wells County Dream Center; not investment related; not compensated; as of 12/1/2025 3) Advisor for Wells County Lifewise; not investment related; not compensated; as of 7/1/2025 4) Helping Hands committee member; not investment related; not compensated; as of 8/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-20 |
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