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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-01 |
Branch Locations
21 Augusta Street, Greenville, SC 29601 • 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 |
|---|---|---|---|---|
| Middle School/High School | Inman | SC | 05/2015 | 05/2020 |
| Zaxbys | Inman | SC | 08/2019 | 05/2020 |
| Charleston Southern University | North Charleston | SC | 08/2020 | 05/2024 |
| Cracker Barrel | North Charleston | SC | 10/2021 | 12/2021 |
| Monster Ballroom | Charleston | SC | 01/2024 | 04/2024 |
| Oneascent Financial Services, Llc | Birmingham | AL | 05/2024 | 11/2025 |
| Oneascent Financial Services, Llc | Birmingham | AL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-29 |
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