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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-28 |
| SC | RA | APPROVED | 2017-09-28 |
Branch Locations
Greenville, SC • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-23 |
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