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

Feb 21, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

1

Current registrations

3

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Feb 21, 1989

First registration

Nov 19, 2009

Dual registered

no

Other names

TOM POWELL|THOMAS E POWELL

IAPD individual key

1917867

• Occurred

  Mar 31, 2022
  Advisor changed firm

  Thomas Edward Powell left Asset Management Services Llp for Oneascent Wealth Management (registered 2021-05-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cdf0211f-7285-87c5-13a4-5451a4475f56

First observed

Nov 19, 2009

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.