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100 Grandview Place, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Domino's Pizza | Birmingham | AL | 05/2018 | 08/2018 |
| Briarwood Christian School | Birmingham | AL | 05/2015 | 05/2021 |
| Ike's Battle Skills | Birmingham | AL | 06/2021 | 07/2021 |
| Auburn University | Auburn | AL | 08/2021 | 05/2025 |
| Hotze Health And Wellness Center | Houston | TX | 05/2022 | 05/2022 |
| Camp Ozark | Mount Ida | AR | 07/2022 | 07/2022 |
| Big Sky Truck Parking | Hiram | GA | 05/2023 | 08/2023 |
| Auburn University | Auburn | AL | 05/2023 | 08/2023 |
| Auburn University | Auburn | AL | 08/2023 | 05/2025 |
| Auburn University | Auburn | AL | 09/2023 | 11/2023 |
| Inspire Advisors | Vacaville | CA | 07/2024 | 08/2024 |
| Pankey Properties | Vestavia Hills | AL | 12/2024 | 01/2025 |
| Auburn University | Auburn | AL | 01/2025 | 05/2025 |
| Oneascent Wealth Management, Llc | Birmingham | AL | 05/2025 | Present |
1. Insurance license; investment related; accident, health, or sickness/ variable and variable annuity insurance sales; 12/30/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-04 |
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