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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-27 |
Branch Locations
21 Augusta Street, Greenville, SC 29601 • 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 |
|---|---|---|---|---|
| Lord And Richards, Inc. | Highlands Ranch | CO | 11/2015 | 07/2020 |
| Brookstone Capital Management, Llc | Wheaton | IL | 02/2013 | 11/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2017 | 11/2023 |
| Rr Financial Advisors | Greenville | SC | 07/2020 | 05/2024 |
| Brookstone Wealth Advisors | Wheaton | IL | 11/2023 | 05/2024 |
| Oneascent Financial Services, Llc | Birmingham | AL | 06/2024 | Present |
1. Fixed Insurance; Investment Related; E4 Insurance Services; Title- Agent; Start- 5/2025; 10 Hrs/Mth;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-01 |
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