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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-09-22 |
Branch Locations
6504 Constitution Drive, Fort Wayne, IN 46804 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Wayne | IN | 01/2014 | 09/2023 |
| Advisors' Pride | Appleton | WI | 10/2014 | 10/2022 |
| Gateway Financial Partners, Llc | Fort Wayne | IN | 10/2022 | 09/2023 |
| Oneascent Financial Services Llc | Birmingham | AL | 09/2023 | Present |
(1) Insurance. Non-investment related. 6504 Constitution Drive, Fort Wayne, IN 46804. Insurance Sales. Agent. (2) Fort Wayne Air Show, Inc. Date started 1/4/2011. Volunteer. No compensation. (3) Apostolic Christian Church Finance Committee. Start date 1/1/2020. Volunteer. No compensation. (4) Isaiah 55 Ministries. Start date 1/4/2023. Volunteer. No compensation. (5) Junior Achievement of Northern Alabama. Start date 2/1/2023. Investment Committee Member. No compensation. (6) Allen County Public Library Foundation. Start date 6/1/2023. Board Member. Volunteer. (7) Canterbury Schools Advisory Council. Start date 1/2/2025. not compensated. Volunteer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-22 |
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