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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-13 |
| MN | RA | APPROVED | 2024-08-09 |
| MT | RA | APPROVED | 2024-08-09 |
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 |
|---|---|---|---|---|
| Rbc Capital Markets Llc | Wayzata | MN | 03/2008 | Present |
| City National Bank | Wayzata | MN | 08/2016 | Present |
| Oneascent Financial Services, Llc | Birmingham | AL | 08/2024 | Present |
(1) THE CHRISTIAN WORLDVIEW; ADDRESS: 4430 MANITOU AVE TONKA BAY, MN 55331; BUSINESS DESCRIPTION: NON-PROFIT RADIO SHOW; NOT INVESTMENT RELATED; START DATE: 08/08/2008; CAPACITY: BOARD OF DIRECTORS; DUTIES: ANNUAL MEETING; HOURS DEVOTED PER WEEK: .25; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (2) Licensed insurance agent. Investment related. Less than 10 hours per month. Less than 10 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-03 |
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