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100 Grandview Place, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-02-15 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-02-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Strauss Financial Group | Birmingham | AL | 03/2014 | 11/2017 |
| Homemaker | Chelsea | AL | 11/2017 | 03/2021 |
| Strategic Financial Planning | Plano | TX | 03/2021 | 01/2022 |
| Everthrive Financial Group | Birmingham | AL | 01/2022 | 06/2022 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | 06/2022 |
| Strauss Financial Group | Hoover | AL | 07/2022 | 02/2024 |
| Oneascent Wealth Management Llc | Birmingham | AL | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-03 |
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