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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 2024-07-24
  • IN RA
    APPROVED
    Since 2024-07-24

Branch Locations

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

104 South 3Rd Street, Decatur, IN 46733 • 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
Bernhaus Furniture Berne IN 06/2014 06/2022
Pine Lake Waterpark Berne IN 05/2019 09/2021
Cambridge Investment Research, Inc. Decatur IN 06/2022 10/2022
Oneascent Financial Services Birmingham AL 10/2022 Present
Iwu/Purdue University, Fort Wayne Fort Wayne IN 08/2017 12/2021
  • 06/2014 → 06/2022
    Bernhaus Furniture
    Berne, IN
  • 05/2019 → 09/2021
    Pine Lake Waterpark
    Berne, IN
  • 06/2022 → 10/2022
    Cambridge Investment Research, Inc.
    Decatur, IN
  • 10/2022 → Present
    Oneascent Financial Services
    Birmingham, AL
  • 08/2017 → 12/2021
    Iwu/Purdue University, Fort Wayne
    Fort Wayne, IN
Other Businesses

Name of business: Collier Insurance Agency. Investment related. Address: 104 South Third Street, Decatur, IN 46733. Nature of business: insurance sales. Position: insurance agent. Start date: October 2022. Less than 10 hours per month. Less than 10 hours per month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-24
  • S65 Uniform Investment Adviser Law Examination
    2024-07-24
Other Names
  • Nick David Wurster
  • Nicholas Wurster

View on SEC IAPD

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