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Current Employers
Oneascent Financial Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-07-11
  • AL RA
    APPROVED
    Since 2025-07-11

Branch Locations

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

110 Lily Flagg Rd Sw, Huntsville, AL 35802 • 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
Oneascent Financial Services, Llc Birmingham AL 07/2025 Present
Samford University Birmingham AL 08/2021 05/2025
The Albany Group Decatur AL 05/2024 05/2024
Kanakuk Lampe MO 06/2023 07/2023
Kanakuk Lampe MO 05/2022 06/2022
Caroline's Cakes Spartanburg SC 12/2021 12/2021
Blue Ridge Cabinetworks Spartanburg SC 08/2021 08/2021
Middle School/High School Spartanburg SC 05/2015 07/2021
  • 07/2025 → Present
    Birmingham, AL
  • 08/2021 → 05/2025
    Samford University
    Birmingham, AL
  • 05/2024 → 05/2024
    The Albany Group
    Decatur, AL
  • 06/2023 → 07/2023
    Kanakuk
    Lampe, MO
  • 05/2022 → 06/2022
    Kanakuk
    Lampe, MO
  • 12/2021 → 12/2021
    Caroline's Cakes
    Spartanburg, SC
  • 08/2021 → 08/2021
    Blue Ridge Cabinetworks
    Spartanburg, SC
  • 05/2015 → 07/2021
    Middle School/High School
    Spartanburg, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-15
  • S65 Uniform Investment Adviser Law Examination
    2025-04-15
Other Names
  • Davis Mobley

View on SEC IAPD

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