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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-09-16 |
| TN | RA | APPROVED | 2022-09-16 |
Branch Locations
Loews Vanderbilt Plaza 2100 West End Avenue Suite 660, Nashville, TN 37206 • United States
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 |
|---|---|---|---|---|
| Stonebridge Investment Counsel, Inc. | Nasville | TN | 08/2002 | Present |
| Oneascent Financial Services Llc | Birmingham | AL | 09/2022 | Present |
Mitch Martin is an investment advisor representative of Stonebridge Investment Counsel, Inc., a registered investment adviser with the United States Securities and Exchange Commission. The business is investment related. Loews Vanderbilt Plaza 2100 West End Avenue, Suite 660 Nashville, TN 37206. President/IAR. Start date was 08/2002. Approximately 1/2 time is devoted to Stonebridge Investment Counsel, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-18 |
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