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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-13 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
8 Commerce Ave., Selinsgrove, PA 17870 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-13 |
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