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RIA / WealthAdvisor25 years in industry

PETER JAMES HYNES

Advisor at ONEASCENT FINANCIAL SERVICES LLC

BIRMINGHAM, AL | Raleigh, NC

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Search this name across graphsid dfx:ria:d6988b1a-88b8-19f8-637e-ab27c729b26f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 29, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Oct 27, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 27, 2000
First registration: Jan 29, 2003
Dual registered: no
IAPD individual key: 4282914

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ONEASCENT FINANCIAL SERVICES LLC	Independent wealth	Dec 1, 2025	n/a	yes	BIRMINGHAM, AL\|Raleigh, NC	Current employment
VERITY ASSET MANAGEMENT	Independent wealth	Jul 29, 2011	Dec 1, 2025	no	DURHAM, NC\|DURHAM, NC\|RALEIGH, NC	Previous registration
VERITY INVESTMENTS, INC.	n/a	Jul 9, 2009	Jul 29, 2011	no	DURHAM, NC\|DURHAM, NC\|RALEIGH, NC\|DURHAM, NC	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 29, 2003	Jul 20, 2009	no	GREENSBORO, NC\|DURHAM, NC\|DURHAM, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VERITY ASSET MANAGEMENT	ONEASCENT FINANCIAL SERVICES LLC	Dec 1, 2025	Dec 1, 2025	0	Firm change	RIA to RIA
VERITY INVESTMENTS, INC.	VERITY ASSET MANAGEMENT	Jul 29, 2011	Jul 29, 2011	0	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	VERITY INVESTMENTS, INC.	Jul 20, 2009	Jul 9, 2009	-11	Firm change	Other

Relationships

Registered with (4)

→ ONEASCENT FINANCIAL SERVICES LLCRegistered adviserregistration: current employment
Dec 1, 2025 to presentfactForm ADV
→ VERITY ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jul 29, 2011 to Dec 1, 2025factForm ADV
→ VERITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Jul 9, 2009 to Jul 29, 2011factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 29, 2003 to Jul 20, 2009factForm ADV

Dated events

Occurred
Dec 1, 2025
Advisor changed firm
Peter James Hynes left Verity Asset Management for Oneascent Financial Services Llc (registered 2025-12-01)
Form ADVobserved 6 days ago