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Reading the graph
Advisor at ONEASCENT WEALTH MANAGEMENT
BIRMINGHAM, AL | Pensacola, FL
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 WEALTH MANAGEMENT | Independent wealth | Jan 1, 2025 | n/a | yes | BIRMINGHAM, AL|Pensacola, FL | Current employment |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Apr 22, 2022 | Apr 18, 2024 | no | MINNEAPOLIS, MN|St Louis, MO|SAINT LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THRIVENT INVESTMENT MANAGEMENT INC. | ONEASCENT WEALTH MANAGEMENT | Apr 18, 2024 | Jan 1, 2025 | 258 | Firm change | Ibd to RIA |