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.
Advisor moves
Departures from Oneascent Financial Services LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Trina L Hanner | Oneascent Financial Services LLC independent RIA | Salt Light Investing For The Good state registered | RIA to a state-registered adviser | Jul 1, 2026 | Apr 8, 2026 |
| Thomas James Claud | Oneascent Financial Services LLC independent RIA | Oneascent Wealth Management independent RIA | RIA to RIA | Apr 27, 2026 | Apr 26, 2022 |
| Nathan Aaron Cherry | Oneascent Financial Services LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 14, 2026 |
| Joshua Darrin Mudse | Oneascent Financial Services LLC independent RIA | Atlas independent RIA | RIA to RIA | May 15, 2025 | May 23, 2025 |
| James Bradford Stark | Oneascent Financial Services LLC independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Jan 29, 2025 | Mar 10, 2025 (40 d) |
| Benjamin D Weerts | Oneascent Financial Services LLC independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2024 | Sep 4, 2024 |
| Daniel Erik Milks | Oneascent Financial Services LLC independent RIA | Fiduciary Organization, LLC state registered | RIA to a state-registered adviser | Jul 3, 2023 | Nov 13, 2024 (499 d) |
| Graham Robert Morris | Oneascent Financial Services LLC independent RIA | Fiduciary Organization, LLC state registered | RIA to a state-registered adviser | Apr 21, 2023 | Mar 25, 2025 (704 d) |
| Emily Grace Scott | Oneascent Financial Services LLC independent RIA | Core Planning independent RIA | RIA to RIA | Mar 31, 2023 | Apr 20, 2023 |
| Randall Heath Morris | Oneascent Financial Services LLC independent RIA | Oneascent Wealth Management no RAUM | RIA to a newly registered adviser | Jul 16, 2020 | Jul 10, 2020 |
| Robert Hays Latimer | Oneascent Financial Services LLC independent RIA | Oneascent Wealth Management no RAUM | RIA to a newly registered adviser | Jul 16, 2020 | Jul 10, 2020 |
| Benjamin Jonathan Craft | Oneascent Financial Services LLC independent RIA | Oneascent Wealth Management no RAUM | RIA to a newly registered adviser | Jul 16, 2020 | Jul 10, 2020 |
| Peter William Johnson | Oneascent Financial Services LLC independent RIA | Pwjohnson Wealth Management other | Other | Jul 1, 2020 | Jul 1, 2020 |
| Henry Steven Reed | Oneascent Financial Services LLC independent RIA | Pwjohnson Wealth Management other | Other | Jun 15, 2020 | Jun 1, 2020 |
| Laura Steffey Moss | Oneascent Financial Services LLC independent RIA | Sikich Financial independent RIA | RIA to RIA | Nov 20, 2019 | Nov 18, 2019 |
| Hope Michele Strong | Oneascent Financial Services LLC independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Oct 9, 2019 | Oct 11, 2018 |
| Ryan Deane Zeeb | Oneascent Financial Services LLC independent RIA | Howard Bailey Securities, LLC independent RIA | RIA to RIA | Aug 13, 2019 | Nov 9, 2023 (1549 d) |
| Felix Marcus Tankersley | Oneascent Financial Services LLC independent RIA | Bmss Wesson Wealth Solutions independent RIA | RIA to RIA | Aug 6, 2018 | Aug 3, 2018 |
| Alex Gast | Oneascent Financial Services LLC no RAUM | Ameriprise Financial Services, LLC national BD | Other | Feb 13, 2018 | May 9, 2018 (85 d) |
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19 moves match.