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RIA / WealthAdvisorCertified Financial Planner24 years in industry

RANDALL HEATH MORRIS

Advisor at ONEASCENT WEALTH MANAGEMENT

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:228d098a-3210-8387-7e76-a2d8e89a3193

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONEASCENT WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 26, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Dec 26, 2001
First registration: Jan 7, 2008
Dual registered: no
Other names: R HEATH MORRIS|RANDALL H MORRIS
IAPD individual key: 4437994

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ONEASCENT FAMILY OFFICES	Mixed wealth	Aug 12, 2025	n/a	yes	BIRMINGHAM, AL	Current employment
ONEASCENT WEALTH MANAGEMENT	Independent wealth	Jul 10, 2020	n/a	yes	BIRMINGHAM, AL	Current employment
ONEASCENT FINANCIAL SERVICES LLC	Independent wealth	Jan 8, 2019	Jul 16, 2020	no	BIRMINGHAM, AL	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Feb 9, 2010	Dec 26, 2018	no	Birmingham, AL\|BUTLER, AL\|LIVINGSTON, AL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 7, 2008	Dec 31, 2009	no	BIRMINGHAM, AL\|BIRMINGHAM, AL\|BIRMINGHAM, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ONEASCENT FINANCIAL SERVICES LLC	ONEASCENT WEALTH MANAGEMENT	Jul 16, 2020	Jul 10, 2020	-6	Firm change	RIA to new firm
CONCOURSE FINANCIAL GROUP ADVISORS	ONEASCENT FINANCIAL SERVICES LLC	Dec 26, 2018	Jan 8, 2019	13	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	CONCOURSE FINANCIAL GROUP ADVISORS	Dec 31, 2009	Feb 9, 2010	40	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
284549:308057:AL:2020-07-16	Jul 16, 2020	Jul 10, 2020	BIRMINGHAM, AL	Firm change

Relationships

Registered with (5)

→ ONEASCENT FAMILY OFFICESRegistered adviserregistration: current employment
Aug 12, 2025 to presentfactForm ADV
→ ONEASCENT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jul 10, 2020 to presentfactForm ADV
→ ONEASCENT FINANCIAL SERVICES LLCRegistered adviserregistration: previous registration
Jan 8, 2019 to Jul 16, 2020factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Feb 9, 2010 to Dec 26, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 7, 2008 to Dec 31, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:228d098a-3210-8387-7e76-a2d8e89a3193
First observed: Jan 7, 2008
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RANDALL HEATH MORRIS

Advisor at ONEASCENT WEALTH MANAGEMENT

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:228d098a-3210-8387-7e76-a2d8e89a3193

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ONEASCENT FAMILY OFFICES

Mixed wealth

Aug 12, 2025

n/a

yes

BIRMINGHAM, AL

Current employment

ONEASCENT WEALTH MANAGEMENT

Independent wealth

Jul 10, 2020

n/a

yes

BIRMINGHAM, AL

Current employment

ONEASCENT FINANCIAL SERVICES LLC

Independent wealth

Jan 8, 2019

Jul 16, 2020

BIRMINGHAM, AL

Previous registration

CONCOURSE FINANCIAL GROUP ADVISORS

Former SEC adviser

Feb 9, 2010

Dec 26, 2018

Birmingham, AL|BUTLER, AL|LIVINGSTON, AL

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jan 7, 2008

Dec 31, 2009

BIRMINGHAM, AL|BIRMINGHAM, AL|BIRMINGHAM, AL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ONEASCENT FINANCIAL SERVICES LLC

ONEASCENT WEALTH MANAGEMENT

Jul 16, 2020

Jul 10, 2020

-6

Firm change

RIA to new firm

CONCOURSE FINANCIAL GROUP ADVISORS

ONEASCENT FINANCIAL SERVICES LLC

Dec 26, 2018

Jan 8, 2019

Firm change

Ibd to RIA

WELLS FARGO ADVISORS

CONCOURSE FINANCIAL GROUP ADVISORS

Dec 31, 2009

Feb 9, 2010

Firm change

Other

Team

Left

Joined

From

Kind

284549:308057:AL:2020-07-16

Jul 16, 2020

Jul 10, 2020

BIRMINGHAM, AL

Firm change