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100 Grandview Place, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-06 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Oneascent Family Office, Llc | Birmingham | AL | 12/2025 | Present |
| Waverly Advisors | Birmingham | AL | 05/2024 | 07/2024 |
| The Creed Group | Birmingham | AL | 05/2023 | 08/2023 |
| Camp Adventure | Birmingham | AL | 05/2022 | 07/2022 |
| Auburn University | Auburn | AL | 08/2021 | 05/2025 |
| Briarwood Christian School | Birmingham | AL | 05/2015 | 05/2025 |
| Timberline Golf Course | Calera | AL | 03/2020 | 07/2021 |
| Oneascent Wealth Management, Llc | Birmingham | AL | 04/2026 | Present |
| Oneascent Family Office, Llc | Birmingham | AL | 06/2025 | 12/2025 |
The Crest Group, LLC -- investment related -- real estate and land development company -- investment analyst -- start date 8/15/2018 -- compensated -- assisting with family business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-05 |
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