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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-24 |
Branch Locations
P.O. Box 4304, Maryville, TN 37802 • 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 |
|---|---|---|---|---|
| Green Meadow Swim Team | Alcoa | TN | 01/2018 | 06/2025 |
| Green Meadow Country Club | Alcoa | TN | 01/2018 | 06/2025 |
| Berry College Track And Field | Mount Berry | GA | 08/2021 | 05/2025 |
| Tate Financial Partners | Maryville | TN | 08/2025 | 11/2025 |
| Oneascent Financial Services, Llc | Birmingham | AL | 11/2025 | Present |
| Maryville School System | Maryville | TN | 08/2015 | 05/2021 |
1. Head Swim Coach for Maryville High School. 825 Lawrence Ave, Maryville, TN 37803. Position is compensated. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-14 |
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