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Casey Day Blair

Oneascent Financial Services LLC

Boise, ID

Birmingham, AL

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Current Employers
Oneascent Financial Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-01-21
  • ID RA
    APPROVED
    Since 2026-01-21

Branch Locations

Boise, ID • 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
Kcb Trading, Llc San Francisco CA 05/2014 03/2025
Oneascent Financial Services, Llc Birmingham AL 03/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-22
  • S65 Uniform Investment Adviser Law Examination
    2025-01-22

View on SEC IAPD

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