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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-05 |
| NY | RA | APPROVED | 2025-09-04 |
Branch Locations
219 Main Street Suite 1, Andover, NJ 07821 • 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 |
|---|---|---|---|---|
| Insight Private Advisors, Llc | Flemington | NJ | 11/2014 | 12/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2016 | Present |
| Oneascent Financial Services | Birmingham | AL | 12/2018 | Present |
1) PKS Financial. Investment Related. 80 State St, Albany, NY 12207. Fixed/Traditional Insurance. Agent. 05/2016. 5 hrs/mo, 1 hr During Trading. Marketing & Sales of Fixed and Traditional Insurance Products. 2) NJLTC. Investment Related. 1 Bethany Road, Suite 32, Hazlet, NJ 07730. Insurance Broker. Producer. 11/2017. 4 Hrs/Mo; 1 During Trading Hours. Insurance Service and Sales. 3) One Ascent Financial Services dba Hampton Square Advisors, LLC. Investment Related. 83 US 206, Augusta NJ 07860. Fixed Insurance Sales and Marketing. Managing Member. 06/2018. 15 Hrs/Mo; All During Trading Hours. Owner, Partner, Managing Member. 4) Advisors Excel 2950 SW McClure Rd. Topeka, KS 66614 Fixed Insurance FMO. Independent Agent. Investment Related. 20 hrs/4 hrs. Selling fixed insurance products including life insurance and fixed annuities and fixed-indexed annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-13 |
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