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100 Grandview Place, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
100 Grandview Place, Birmingham, AL 35243 • United States
625 E. Romana Street, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concordia University Chicago | River Forest | IL | 08/2014 | 05/2018 |
| Olive Garden | Melrose Park | IL | 10/2015 | 06/2017 |
| Bethany Lutheran Church | Long Beach | CA | 06/2017 | 06/2018 |
| Faith Lutheran Church | Saint Louis | MO | 07/2018 | 02/2022 |
| Thrivent Investment Management Inc | St Louis | MO | 02/2022 | 04/2024 |
| Thrivent Financial | Appleton | WI | 03/2022 | 08/2022 |
| Thrivent Financial | Appleton | WI | 08/2022 | 04/2024 |
| Oneascent Wealth Management Llc | Birmingham | AL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-21 |
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