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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-19 |
Branch Locations
10406 St. Rt. 118, Van Wert, OH 45891 • 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 |
|---|---|---|---|---|
| Oneascent Financial Services, Llc | Van Wert | OH | 05/2025 | Present |
| Bashore, Reineck, Stoller, & Waterman | Paulding | OH | 10/2023 | 05/2025 |
| Mike's Carwash | Fort Wayne | IN | 01/2022 | 10/2023 |
| Mike's Carwash | Fort Wayne | IN | 07/2021 | 01/2022 |
| Puckerbush Pizza | Payne | OH | 09/2018 | 06/2021 |
| Wayne Trace High School | Haviland | OH | 08/2017 | 05/2021 |
| Middle School | Haviland | OH | 08/2013 | 05/2017 |
| Purdue University | Fort Wayne | IN | 08/2021 | 05/2024 |
Haven of Hope of Van Wert County; Non-profit for homeless men; Controller; Volunteer and not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-09 |
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