Best Investors Account Sign in
Current Employers
Oneascent Financial Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-13
TX RA APPROVED 2026-07-01
  • FL RA
    APPROVED
    Since 2026-07-13
  • TX RA
    APPROVED
    Since 2026-07-01

Branch Locations

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

17011 Sr 50 Suite 203, Clermont, FL 34711 • United States

Stewardship Advisory Group, Llc

17011 S.R. 50 Suite 203, Clermont, FL 34711 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-08
FL RA APPROVED 2019-07-25
  • TX RA
    APPROVED_RES
    Since 2025-01-08
  • FL RA
    APPROVED
    Since 2019-07-25

Branch Locations

17011 S.R. 50 Suite 203, Clermont, FL 34711 • 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
Golden Nugget Casino Atlantic City Atlantic City NJ 06/2015 08/2017
The Beacon Group Of Companies King Of Prussia PA 06/2016 08/2017
Liberty University Intramural Sports Lynchburg VA 09/2017 05/2018
Hsc Wealth Advisors Forest VA 03/2018 05/2018
Cornerstone Wealth Management Raleigh NC 05/2018 08/2018
Stewardship Advisory Group, Llc Ocoee FL 09/2018 06/2019
Stewardship Advisory Group, Llc Ocoee FL 06/2019 06/2019
Stewardship Legacy Coaching, Llc Ocoee FL 05/2020 05/2020
Nicholas A. Ellison Ocoee FL 12/2019 12/2019
Nicholas A. Ellison Clermont FL 12/2019 Present
Stewardship Legacy Coaching, Llc Clermont FL 05/2020 Present
Stewardship Advisory Group, Llc Clermont FL 06/2019 Present
Oneascent Financial Solutions, Llc Birmingham FL 07/2026 Present
  • 06/2015 → 08/2017
    Golden Nugget Casino Atlantic City
    Atlantic City, NJ
  • 06/2016 → 08/2017
    The Beacon Group Of Companies
    King Of Prussia, PA
  • 09/2017 → 05/2018
    Liberty University Intramural Sports
    Lynchburg, VA
  • 03/2018 → 05/2018
    Hsc Wealth Advisors
    Forest, VA
  • 05/2018 → 08/2018
    Cornerstone Wealth Management
    Raleigh, NC
  • 09/2018 → 06/2019
    Ocoee, FL
  • 06/2019 → 06/2019
    Ocoee, FL
  • 05/2020 → 05/2020
    Stewardship Legacy Coaching, Llc
    Ocoee, FL
  • 12/2019 → 12/2019
    Nicholas A. Ellison
    Ocoee, FL
  • 12/2019 → Present
    Nicholas A. Ellison
    Clermont, FL
  • 05/2020 → Present
    Stewardship Legacy Coaching, Llc
    Clermont, FL
  • 06/2019 → Present
    Clermont, FL
  • 07/2026 → Present
    Oneascent Financial Solutions, Llc
    Birmingham, FL
Other Businesses

1.) STEWARDSHIP ADVISORY GROUP - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - CLERMONT, FL - SINCE 12/2019 - INVESTMENT RELATED 2.) NICHOLAS A. ELLISON - INSURANCE AGENT - NON-VARIABLE INSURANCE - CLERMONT, FL - SINCE 12/2019 - INVESTMENT RELATED 3.) STEWARDSHIP LEGACY COACHING, LLC - REPRESENTATIVE - COACHING SERVICES OF THE STEWARDSHIP OF FAMILY LEGACY AND BUSINESS LEGACY - CLERMONT, FL - SINCE 05/2020 - NOT INVESTMENT RELATED 4.) STEWARDSHIP ADVISORY GROUP, LLC - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - CLERMONT, FL - SINCE 06/2019 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-02
  • S66 Uniform Combined State Law Examination
    2019-07-02
Designations
Other Names
  • Nicholas Alexander Ellison
  • Nicholas Ellison
  • Nick Ellison

View on SEC IAPD

More in Birmingham, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor