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Current Employers
Oneascent Financial Services Llc

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-22
  • IN RA
    APPROVED
    Since 2026-06-22

Branch Locations

1127 N. Main Street , Bluffton, IN 46714 • 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
Leo Junior/Senior High School Leo IN 08/2016 05/2020
Arby's Fort Wayne IN 06/2017 06/2019
Home Guard Industries, Inc Grabill IN 06/2019 08/2019
L3Harris Technologies Fort Wayne IN 09/2019 12/2019
Buffalo Wild Wings Auburn IN 09/2019 01/2020
N/A Leo IN 05/2020 08/2020
Purdue University Fort Wayne Fort Wayne IN 08/2020 05/2024
Northeast Indiana Regional Partnership Fort Wayne IN 08/2022 08/2023
Community State Bank Auburn IN 08/2023 05/2024
Community State Bank Auburn IN 05/2024 10/2024
Cx Institutional, Llc Auburn IN 10/2024 04/2026
Oneascent Financial Solutions, Llc Birmingham AL 04/2026 Present
  • 08/2016 → 05/2020
    Leo Junior/Senior High School
    Leo, IN
  • 06/2017 → 06/2019
    Arby's
    Fort Wayne, IN
  • 06/2019 → 08/2019
    Home Guard Industries, Inc
    Grabill, IN
  • 09/2019 → 12/2019
    L3Harris Technologies
    Fort Wayne, IN
  • 09/2019 → 01/2020
    Buffalo Wild Wings
    Auburn, IN
  • 05/2020 → 08/2020
    N/A
    Leo, IN
  • 08/2020 → 05/2024
    Purdue University Fort Wayne
    Fort Wayne, IN
  • 08/2022 → 08/2023
    Northeast Indiana Regional Partnership
    Fort Wayne, IN
  • 08/2023 → 05/2024
    Community State Bank
    Auburn, IN
  • 05/2024 → 10/2024
    Community State Bank
    Auburn, IN
  • 10/2024 → 04/2026
    Auburn, IN
  • 04/2026 → Present
    Oneascent Financial Solutions, Llc
    Birmingham, AL
Previous Registrations
Other Businesses

Name of other business: Purdue University Fort Wayne Is business Investment related: No Address of other business: 2101 E Coliseum Blvd, Fort Wayne, IN 46805 Nature of other business: Research Your position: Researcher Title and relationship with other business: Researcher Start date of relationship: January of 2022 (Put on pause in May of 2024 and continued as of May of 2025) Approx. # of hours /month devote to other business: 15-20 Number of hours devoted to other business during securities trading hours: 0 Briefly describe duties: Acting as one of the researchers for an academic research project dealing with the economics of satellite shielding. I will primarily be involved with the literature review, designing the theoretical framework, and revising drafts of the paper. The desired end result is to get the paper published in an academic journal.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-20
  • S65 Uniform Investment Adviser Law Examination
    2024-11-20

View on SEC IAPD

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