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Advisor at ONEASCENT FINANCIAL SERVICES LLC
AKRON, OH | BIRMINGHAM, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ONEASCENT FINANCIAL SERVICES LLC | Independent wealth | Nov 1, 2017 | n/a | yes | AKRON, OH|BIRMINGHAM, AL | Current employment |
| BEACON WEALTH CONSULTANTS, INC. | Independent wealth | Jul 9, 2013 | Nov 29, 2017 | no | AKRON, OH|ROANOKE, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 20, 2010 | Jul 9, 2013 | no | AKRON, OH|CANTON, OH | Previous registration |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Feb 2, 2009 | Dec 20, 2010 | no | Akron, OH | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Sep 20, 2007 | Jan 30, 2009 | no | AKRON, OH|AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEACON WEALTH CONSULTANTS, INC. | ONEASCENT FINANCIAL SERVICES LLC | Nov 29, 2017 | Nov 1, 2017 | -28 | Firm change | Other |
| WELLS FARGO ADVISORS | BEACON WEALTH CONSULTANTS, INC. | Jul 9, 2013 | Jul 9, 2013 | 0 | Firm change | Other |
| ROBERT W. BAIRD & CO. INCORPORATED | WELLS FARGO ADVISORS | Dec 20, 2010 | Dec 20, 2010 | 0 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | ROBERT W. BAIRD & CO. INCORPORATED | Jan 30, 2009 | Feb 2, 2009 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 154939:284549:VA:2017-11-29 | Nov 29, 2017 | Nov 1, 2017 | ROANOKE, VA | Firm change |