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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-15 |
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