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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-06 |
Branch Locations
2340 Pa 309, Orefield, PA 18069 • 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 |
|---|---|---|---|---|
| Stonex Securities Inc | Schnecksville | PA | 09/2014 | 06/2025 |
| Stonex Advisors Inc | Schnecksville | PA | 01/2015 | 06/2025 |
| Oneascent Financial Services D/B/A Affiliated Financial Planners | Orefield | PA | 05/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2025 | Present |
1.) OneAscent Financial Services d/b/a Affiliated Financial Planners. Investment Related. At Registered Location. RIA. IAR. 5/2025. 120. 120. Placed their value-based investment solutions with my clients. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 5/2025. 20. 20. Provide insurance advice based on the needs of the clients. 3.) Rental Property. Non-Investment Related. 2340 PA 309 Orefield PA, 18069. Real Estate. Owner. 1/2020. 1. 0. Collecting rent from myself. 4) Bloom for Women. Non-Investment Related. 1425 Mountain Drive North. Non profit charity. Board member. 10/20/2025. 5 . 0. Serve in whatever way asked to assist in the mission of being a faith based charity serving survivors of unthinkable abuse.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-18 |
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