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Advisor at ONEASCENT FINANCIAL SERVICES LLC
BIRMINGHAM, AL | Myrtle Beach, SC
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 FAMILY OFFICES | Mixed wealth | Jan 1, 2025 | n/a | yes | Myrtle Beach, SC|BIRMINGHAM, AL | Current employment |
| ONEASCENT WEALTH MANAGEMENT | Independent wealth | Jan 1, 2025 | n/a | yes | Myrtle Beach, SC|BIRMINGHAM, AL | Current employment |
| ONEASCENT FINANCIAL SERVICES LLC | Independent wealth | Jan 1, 2025 | n/a | yes | BIRMINGHAM, AL|Myrtle Beach, SC | Current employment |
| PROSPERA FINANCIAL SERVICES, INC. | Bd affiliated wealth | Feb 27, 2015 | Mar 18, 2022 | no | DALLAS, TX|MYRTLE BEACH, SC | Previous registration |
| EDWARD JONES | National bd RIA | Jan 6, 2014 | Feb 26, 2015 | no | MURRELLS INLET, SC|SURFSIDE BEACH, SC | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Mar 26, 2012 | Jan 2, 2014 | no | MURRELLS INLET, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES, INC. | ONEASCENT FINANCIAL SERVICES LLC | Mar 18, 2022 | Jan 1, 2025 | 1,020 | Firm change after gap | RIA to RIA |
| EDWARD JONES | PROSPERA FINANCIAL SERVICES, INC. | Feb 26, 2015 | Feb 27, 2015 | 1 | Firm change | Other |
| NEW ENGLAND SECURITIES CORPORATION | EDWARD JONES | Jan 2, 2014 | Jan 6, 2014 | 4 | Firm change | Other |