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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-16 |
Branch Locations
1113 48Th Avenue North Suite 119, Myrtle Beach, SC 29577 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horry County Schools | Conway | SC | 06/2017 | 06/2022 |
| Oneascent Financial Services, Llc | Myrtle Beach | SC | 06/2022 | Present |
| Anderson University | Anderson | SC | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-16 |
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