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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Florida Financial Advisors, Llc | Miami | FL | 06/2024 | 09/2024 |
| North Syracuse Central School District | Cicero | NY | 06/2023 | 08/2023 |
| Chick-Fil-A | Cicero | NY | 10/2019 | 01/2022 |
| Seko Logistics | Liverpool | NY | 06/2022 | 08/2022 |
| Cicero North Syracuse High School | Cicero | NY | 09/2018 | 06/2021 |
| Liberty University | Lynchburg | VA | 08/2021 | 05/2024 |
| North Syracuse Junior High School | North Syracuse | NY | 09/2016 | 06/2018 |
| Oneascent Financial Services, Llc | Birmingham | AL | 10/2024 | Present |
Name of other business: Strategence Capital. Investment Related. 10406 State Route 118, Van Wert, Ohio 45891. Insurance agent. Start date: October 2024. 10 hours per month. 10 hours per month during securities trading hours. Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
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