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Current Employers
Oneascent Financial Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-09-22
  • IN RA
    APPROVED
    Since 2023-09-22

Branch Locations

Milford, IN • United States

100 Grandview Place Suite 200, Birmingham, AL 35243 • 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
OrganizationCityStateFromTo
The House Of Life And Hope, Inc Nogales AZ 01/2008 01/2022
Lpl Financial Llc Fort Wayne IN 01/2022 09/2023
Strategence Capital Fort Wayne IN 12/2021 07/2022
Advisers' Pride Inc. Fort Wayne IN 07/2022 10/2022
Gateway Wealth Partners, Llc Fort Wayne IN 10/2022 09/2023
Oneascent Financial Services Llc Birmingham AL 09/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-07
  • S66 Uniform Combined State Law Examination
    2022-06-07

View on SEC IAPD

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