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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-05 |
| ID | RA | APPROVED | 2020-10-29 |
Branch Locations
Indian Valley, VA • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
100 Grandview Place, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-05 |
| FL | RA | APPROVED | 2025-09-11 |
Branch Locations
Indian Valley, VA • United States
100 Grandview Place, Birmingham, AL 35243 • United States
2020 Hwy A1A Suite 108, Indian Harbor Beach, FL 32937 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Chico | CA | 09/2014 | 10/2020 |
| Oneascent Wealth Management | Birmingham | AL | 10/2020 | Present |
| Oneascent Financial Services | Birmingham | AL | 10/2020 | Present |
1) TEVEBAUGH & ASSOCIATES POSITION: Officer NATURE: DBA Doing Business As (DBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2004 ADDRESS: 2020 Hwy A1A, Ste. 108, Indian Harbour Beach FL 32937 DESCRIPTION: Day to day operation of company Registered Representative Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-23 |
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