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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-10 |
Branch Locations
1399 Ygnacio Valley Blvd. Suite 29, Walnut Creek, CA 94598 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Chauner Securities, Inc. | Northbrook | IL | 01/2002 | 12/2024 |
| Life&Wealth Advisors, Inc. | Walnut Creek | CA | 04/2008 | Present |
| Gary /Gardner & Company | Walnut Creek | CA | 01/1975 | Present |
| Oneascent Financial Services, Llc | Birmingham | AL | 01/2025 | Present |
LIFE & WEALTH ADVISORS LOCATED AT 825 REDWOOD DRIVE, DANVILLE, CA 94506. THE BUSINESS IS INVESTMENT RELATED. GARY AND BEATRICE ARE THE OWNERS OF LIFE & WEALTH ADVISORS WHICH IS A REGISTERED INVESTMENT ADVISORY FIRM. GARY SPENDS APPROXIMATELY 160 HOURS PER MONTH ON THIS BUSINESS, 120 OF WHICH ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-12-08 |
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