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Current Employers
Oneascent Financial Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-19
  • OH RA
    APPROVED
    Since 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

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 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
  • 05/2025 → Present
    Van Wert, OH
  • 10/2023 → 05/2025
    Bashore, Reineck, Stoller, & Waterman
    Paulding, OH
  • 01/2022 → 10/2023
    Mike's Carwash
    Fort Wayne, IN
  • 07/2021 → 01/2022
    Mike's Carwash
    Fort Wayne, IN
  • 09/2018 → 06/2021
    Puckerbush Pizza
    Payne, OH
  • 08/2017 → 05/2021
    Wayne Trace High School
    Haviland, OH
  • 08/2013 → 05/2017
    Middle School
    Haviland, OH
  • 08/2021 → 05/2024
    Purdue University
    Fort Wayne, IN
Other Businesses

Haven of Hope of Van Wert County; Non-profit for homeless men; Controller; Volunteer and not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-09
  • S65 Uniform Investment Adviser Law Examination
    2025-12-09

View on SEC IAPD

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