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Current Employers
Oneascent Financial Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-06-28
SC RA APPROVED 2017-09-28
  • TX RA
    APPROVED_RES
    Since 2019-06-28
  • SC RA
    APPROVED
    Since 2017-09-28

Branch Locations

Greenville, SC • United States

100 Grandview Place Suite 200, Birmingham, AL 35243 • 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
Lakeview Capital Partners, Llc Greenville SC 08/2016 09/2016
Fiduciary Alliance, Llc Greenville SC 08/2016 08/2017
Oneascent Financial Services Llc Greenville SC 09/2017 Present
  • 08/2016 → 09/2016
    Lakeview Capital Partners, Llc
    Greenville, SC
  • 08/2016 → 08/2017
    Fiduciary Alliance, Llc
    Greenville, SC
  • 09/2017 → Present
    Greenville, SC
Previous Registrations
  • 2016-09-21 → 2017-08-16
    Greenville, SC
  • 2016-08-23 → 2016-10-06
    Bison Wealth, Llc
    Greenville, SC
    Atlanta, GA
Other Businesses

1)Minority member of Madonna Hines Family Holding Company, LLC and Ben Hines Family Holding Company, LLC. Both LLCs invest in Real Estate and are income producing through the leasing of commercial properties. 2% ownership since 2007. 0 hours spent/month; income received from proceeds.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-23
  • S65 Uniform Investment Adviser Law Examination
    2015-09-23
Other Names
  • Will Hines

View on SEC IAPD

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