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Advisor at ONEASCENT FINANCIAL SERVICES LLC
Birmingham, AL | BIRMINGHAM, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ONEASCENT CAPITAL | Asset manager | Apr 6, 2023 | n/a | yes | BIRMINGHAM, AL | Current employment |
| ONEASCENT FAMILY OFFICES | Mixed wealth | Nov 22, 2022 | n/a | yes | BIRMINGHAM, AL | Current employment |
| ONEASCENT WEALTH MANAGEMENT | Independent wealth | May 13, 2020 | n/a | yes | BIRMINGHAM, AL | Current employment |
| ONEASCENT FINANCIAL SERVICES LLC | Independent wealth | Apr 5, 2018 | n/a | yes | Birmingham, AL|BIRMINGHAM, AL | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | May 20, 1997 | Feb 21, 2017 | no | HUNTSVILLE, AL|BIRMINGHAM, AL|BIRMINGHAM, AL|BIRMINGHAM, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | ONEASCENT FINANCIAL SERVICES LLC | Feb 21, 2017 | Apr 5, 2018 | 408 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:284549:AL:2017-02-21 | Feb 21, 2017 | Apr 5, 2018 | BIRMINGHAM, AL | Firm change after gap |