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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-09 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
2100 West End Ave Suite 660, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg, Llp | Irvine | CA | 08/2015 | 01/2017 |
| Bluetrust | Alpharetta | GA | 01/2017 | 09/2025 |
| Oneascent Financial Services, Llc | Birmingham | AL | 09/2025 | Present |
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