Cameron David Collier

Current Employers

Oneascent Financial Services Llc

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2022-10-03

IN RA
APPROVED

Since 2022-10-03

Branch Locations

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

104 South 3Rd Street, Decatur, IN 46733 • 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

Organization	City	State	From	To
Cambridge Investment Research, Inc.	Fairfield	IA	02/2010	10/2022
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	05/2010	10/2022
Oneascent Financial Services, Llc	Birmingham	AL	10/2022	Present
Purshe Kaplan Sterling Investments	Albany	NY	10/2022	Present

02/2010 → 10/2022

Cambridge Investment Research, Inc.

Fairfield, IA
05/2010 → 10/2022

Cambridge Investment Research Advisors, Inc.

Fairfield, IA
10/2022 → Present

Oneascent Financial Services, Llc

Birmingham, AL
10/2022 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2010-05-18 → 2022-10-13

Cambridge Investment Research Advisors, Inc.

Fort Wayne, IN

Fort Wayne, IN

Bluffton, IN

Other Businesses

1) OneAscent Financial Services, LLC DBA Flight Financial Advisors. Investment Related. Located at 104 S 3rd Street, Decatur, IN 46733. Nature - RIA. Position - Financial Advisor. Start Date - 10/2022. 160 hours per month, 120 hours during trading. Duties - Developing financial plans, providing financial advice, developing and implementing investment strategies. 2) FIXED INSURANCE. Not investment related. Located at 104 S 3RD ST, DECATUR, IN. Nature - Fixed / Traditional Insurance. Position - Agent. Start - 4/2010. 20 hours per month, all during trading hours. Duties - sales of Fixed / Traditional Insurance products. 3) COLLIER INSURANCE. Not investment related. Located at 104 S 3RD ST, DECATUR, IN. Nature - Insurance. Position - Agent. Start - 10/01/2010. 8 hours per month, all during trading hours. Duties - sell and service Fixed Life and Health Insurance. 4) HOMEPORT HOLDINGS LLC. Not Investment related. Located at 620 N WATERS EDGE DR. DECATUR, IN. Nature - commercial real estate. Position - Member. Start - 04/15/2019. 4 hours per month, not during trading. Duties - manage commercial real estate. 5) Adams Central Football Booster Club. Not investment related. Volunteer. Not compensated. 6. Member of the Adams County, Indiana Sheriff's Merrit Board. Not investment related. Volunteer. Not compensated. 7) Member of Senator Jim Banks Service Academy Selection Committee. Not investment related. Volunteer. Not compensated.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-05-13

S66 Uniform Combined State Law Examination

2010-05-13

Designations

Other Names

Cam Collier
Cameron D Collier

View on SEC IAPD