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.

Current firm

ONEASCENT FINANCIAL SERVICES LLC

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

Nov 18, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S66|S65

First exam

Nov 18, 1997

First registration

May 13, 2003

Dual registered

no

Other names

MITCH MARTIN|MITCHELL S. MARTIN

IAPD individual key

1733233

• Occurred

  Oct 2, 2023
  Advisor changed firm

  Mitchell Stanley Martin left Stonebridge Wealth Management for Asset & Financial Planning, Ltd (registered 2007-09-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4e47090e-31c2-9cbe-037f-8110ea294d93

First observed

May 13, 2003

Last observed

Sep 15, 2026 5 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.