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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-09-03 |
| TX | RA | APPROVED | 2024-09-03 |
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 |
|---|---|---|---|---|
| Insurance & Invest Services Inc Dba Financial Strategies Grp | Franklin | TN | 09/1997 | Present |
| Securities America, Inc. | Franklin | TN | 11/2000 | 06/2024 |
| Securities America Advisors, Inc | Franklin | TN | 11/2000 | 06/2024 |
| Osaic Wealth, Inc. | Franklin | TN | 06/2024 | 08/2024 |
| Osaic Wealth, Inc. | Franklin | TN | 06/2024 | 08/2024 |
| Oneascent | Birmingham | AL | 09/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2024 | Present |
1. OneAscent Financial Services d/b/a Financial Strategies Group. Investment related. At registered location. RIA. Investment Advisor Representative. 09/2024. Hrs/month 160 with 120 during trading hrs. Advisor. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional insurance. Agent. 09/2024. Hrs/month 5 all during trading hrs. Provide insurance advice based on the needs of client(s). 3. Executive Advisory Baord McAfee School of Business Union University. Not investment related. 1050 Union University Drive, Jackson, TN 38305. Board of Directors. Board member. 03/2021. Hrs/month 2 all during trading hrs. Strategic leadership and mentoring. 4. Union University Foundation Board; not compensated or investment related; start date: 4/10/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-07 |
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