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100 Grandview Place, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clanton Middle School | Clanton | AL | 08/2008 | 12/2021 |
| Oneascent Weatlh Management | Birmingham | AL | 01/2022 | Present |
1. Insurance license; investment related; start date 3/1/2025; approximately 10 hours / month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-17 |
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