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

Aug 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Feb 18, 2022

First registration

Feb 22, 2022

Dual registered

yes, broker-dealer

IAPD individual key

7262655

• Occurred

  May 25, 2023
  Advisor changed firm

  Ian Matthew Morrison left Securities America Advisors, Inc. for Oneascent Financial Services Llc (registered 2023-05-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b4b4671c-ce74-d14e-deee-e16ff1cf99ab

First observed

Feb 22, 2022

Last observed

Sep 15, 2026 4 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.