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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-10 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Golden, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oneascent Family Office, Llc | Birmingham | AL | 08/2024 | Present |
| Pushplay Holdings, Limited | Remond | WA | 01/2017 | Present |
| Corepoint Health | Frisco | TX | 01/2015 | 12/2016 |
Name of business: Pushplay Holdings, Limited. Not investment related. 18300 Redmond Way, Suite 300, Redmond, WA 98052. Nature of business: donation and live streaming software. Position: Consultant. Relationship with other business: Consultant. Start date: 2010. Number of hours spent per month on business during trading hours: 4. Duties: consultant for legal matters and for business strategy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-09 |
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