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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-13 |
| OH | RA | APPROVED | 2024-05-02 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Marco Island, FL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 06/2009 | 06/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2017 |
| Morgan Stanley | Marco Island | FL | 07/2015 | 06/2017 |
| Morgan Stanley | Granville | OH | 03/2016 | 06/2017 |
| Halite Partners, Llc | Columbus | OH | 08/2017 | 10/2018 |
| Halite Partners, Llc | Marco Island | FL | 08/2017 | 10/2018 |
| Halite Partners, Llc | Columbus | OH | 06/2017 | 10/2018 |
| Halite Partners, Llc | Columbus | OH | 08/2017 | 10/2017 |
| Hamilton Capital Management, Inc. | Columbus | OH | 10/2018 | 04/2024 |
| Oneascent Family Office, Llc | Birmingham | AL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-27 |
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