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

Seth David Gerber

Oneascent Financial Services LLCindependent RIABirmingham, Al IA-onlyIAPD 7490460

Feed of 09/14/2026

At current firm

2 y

since Sep 22, 2023

In the industry

18 y

since Jan 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 Sep 22, 2023 · Milford, In
Gateway Wealth Partners, LLC independent RIA
Oct 6, 2022 to Sep 26, 2023 · Fort Wayne,, In
Advisors' Pride Inc. former
Jul 22, 2022 to Oct 25, 2022 · Fort Wayne, In
LPL Financial LLC BD affiliated
Jun 27, 2022 to Jul 8, 2022 · Fort Wayne, In

Moves

a registration end followed by a registration begin elsewhere

Gateway Wealth Partners, LLC to Oneascent Financial Services LLC
left Sep 26, 2023, registered Sep 22, 2023 (-4 days) · RIA to RIA · moved with a team
Advisors' Pride Inc. to Gateway Wealth Partners, LLC
left Oct 25, 2022, registered Oct 6, 2022 (-19 days) · RIA to a newly registered adviser · moved with a team
LPL Financial LLC to Advisors' Pride Inc.
left Jul 8, 2022, registered Jul 22, 2022 (14 days) · RIA to RIA

Signals

Seth David Gerber left Gateway Wealth Partners, Llc for Oneascent Financial Services Llc (registered 2023-09-22)
Sep 26, 2023 · Advisor changed firm · fact
Seth David Gerber left Advisors' Pride Inc. for Gateway Wealth Partners, Llc (registered 2022-10-06)
Oct 25, 2022 · Advisor changed firm · fact
Seth David Gerber left Lpl Financial Llc for Advisors' Pride Inc. (registered 2022-07-22)
Jul 8, 2022 · 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address