DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Peter James Hynes

Oneascent Financial Services LLCindependent RIABirmingham, Al IA-onlyIAPD 4282914

Feed of 09/14/2026

At current firm

0 y

since Dec 1, 2025

In the industry

25 y

since Oct 27, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Oneascent Financial Services LLC independent RIA current
since Dec 1, 2025 · Birmingham, Al
Verity Asset Management independent RIA
Jul 29, 2011 to Dec 1, 2025 · Durham, Nc
Verity Investments, Inc. unclassified
Jul 9, 2009 to Jul 29, 2011 · Durham, Nc
Valic Financial Advisors, Inc. BD affiliated
Jan 29, 2003 to Jul 20, 2009 · Greensboro, Nc

Moves

a registration end followed by a registration begin elsewhere

Verity Asset Management to Oneascent Financial Services LLC
left Dec 1, 2025, registered Dec 1, 2025 (0 days) · RIA to RIA
Verity Investments, Inc. to Verity Asset Management
left Jul 29, 2011, registered Jul 29, 2011 (0 days) · Other
Valic Financial Advisors, Inc. to Verity Investments, Inc.
left Jul 20, 2009, registered Jul 9, 2009 (-11 days) · Other

Signals

Peter James Hynes left Verity Asset Management for Oneascent Financial Services Llc (registered 2025-12-01)
Dec 1, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address