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Current Employers
Oneascent Financial Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-13
  • PA RA
    APPROVED
    Since 2026-07-13

Branch Locations

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

8 Commerce Ave., Selinsgrove, PA 17870 • 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
Oneascent Financial Services, Llc D/B/A Lone Oak Financial Birmingham AL 07/2025 Present
Sheetz Mill Hall PA 10/2024 05/2025
Sheetz Selinsgrove PA 05/2025 07/2025
Commonwealth University Lock Haven PA 08/2022 Present
Pa Cyber Midland PA 08/2019 05/2022
Selinsgrove Area School District Selinsgrove PA 05/2016 05/2019
  • 07/2025 → Present
    Oneascent Financial Services, Llc D/B/A Lone Oak Financial
    Birmingham , AL
  • 10/2024 → 05/2025
    Sheetz
    Mill Hall , PA
  • 05/2025 → 07/2025
    Sheetz
    Selinsgrove, PA
  • 08/2022 → Present
    Commonwealth University
    Lock Haven , PA
  • 08/2019 → 05/2022
    Pa Cyber
    Midland, PA
  • 05/2016 → 05/2019
    Selinsgrove Area School District
    Selinsgrove , PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-13
  • S65 Uniform Investment Adviser Law Examination
    2026-07-13

View on SEC IAPD

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