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23 Inverness Center Parkway, Birmingham, AL 35242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-09 |
Branch Locations
23 Inverness Center Parkway, Birmingham, AL 35242 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thedropp, Llc | Avon | CO | 09/2015 | 05/2016 |
| The Princeton Review | Washington | DC | 08/2016 | 11/2016 |
| Dog Tag, Inc. (Dog Tag Veteran Fellowship Program) | Washington | DC | 06/2016 | 11/2016 |
| Yatir Property Holdings, Llc | Canton | OH | 09/2017 | Present |
| Abw Llc | Sheridan | WY | 08/2017 | Present |
| Charis Bible College | Woodland Park | CO | 11/2016 | 05/2019 |
| Charis Bible College | Woodland Park | CO | 09/2019 | 08/2020 |
| Unbridled Wealth | Denver | CO | 08/2020 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 08/2020 | Present |
| Velerity Wealth, Llc | Great Falls | VA | 04/2023 | 12/2024 |
| Oneascent Family Office, Llc | Birmingham | AL | 01/2026 | Present |
1) Independent Licensed Insurance Agent; investment related; Denver, CO; Life & Health Insurance; agent; Start: 08/2020; approximately 100-200 hours/month - including securities trading hours. 2) ABW LLC ; not investment related; Sheridan, Wyoming; Content creation platform (Podcast, Book, etc.) about business and faith; Founder/Owner, established August 2017; 0-10 hours per month not during securities trading hours; Content Creation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-30 |
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