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
Arrivals at 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 |
|---|---|---|---|---|---|
| David Timothy Bresnahan | Cx Institutional, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Apr 7, 2026 | Jun 22, 2026 (76 d) |
| Matthew Williams | Cetera Investment Advisers LLC BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2026 | Apr 15, 2026 |
| Peter James Hynes | Verity Asset Management independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Dec 1, 2025 | Dec 1, 2025 |
| Nathan Aaron Cherry | Fidelis Financial unclassified | Oneascent Financial Services LLC independent RIA | Other | Nov 24, 2025 | Oct 21, 2025 |
| Justin Owen Cunningham | Edward Jones national BD | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2025 | Jul 29, 2025 |
| Eric Scott Dorman | Stonex Advisors Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 16, 2025 | Jun 6, 2025 |
| Kevin Arthur Rhodes | Stonex Advisors Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2025 | Jun 6, 2025 |
| Joseph Scott Hudock | Stonex Advisors Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2025 | Jun 6, 2025 |
| Daniel Louis Hardt | G. A. Repple & Company BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2025 | May 1, 2025 |
| Charles Thomas Alvey | G. A. Repple & Company BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2025 | May 1, 2025 |
| Jacob Robert Pryor | G. A. Repple & Company BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2025 | May 5, 2025 |
| Randall Leo Franklin | Private Advisor Group, LLC BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 9, 2025 | May 9, 2025 |
| Seth Logan Franklin | Private Advisor Group, LLC BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 9, 2025 | May 9, 2025 |
| Gary Paul Gardner | Life&Wealth Advisors, Inc. unclassified | Oneascent Financial Services LLC independent RIA | Other | Mar 31, 2025 | Jan 10, 2025 |
| Noah William Dorman | Stonex Advisors Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2025 | Feb 13, 2025 |
| David Rick Anderson | RBC Capital Markets, LLC national BD | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 27, 2025 | Aug 9, 2024 |
| Sarah Elise Mouw | RBC Capital Markets, LLC national BD | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 27, 2025 | Aug 9, 2024 |
| Bradley Wayne Small | Thrivent Advisor Network, LLC BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2024 | Dec 3, 2024 |
| Wesley Michael Hodges | Osaic Wealth, Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2024 | Sep 30, 2024 |
| Joshua Darrin Mudse | Family Financial independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 27, 2024 | Oct 23, 2024 |
| Stephen Brent Moore | Osaic Wealth, Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2024 | Sep 3, 2024 |
| Kadin Andrew Cochran | Florida Financial Advisors, LLC BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2024 | Oct 4, 2024 |
| Jose Felix Jimenez | Parsonex Advisory Services, Inc. independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Jul 1, 2024 | Feb 4, 2026 (583 d) |
| Robert Eli Allamon | Brookstone Wealth Advisors, LLC no RAUM | Oneascent Financial Services LLC independent RIA | Other | Jun 27, 2024 | Jun 27, 2024 |
| Joshua Shane Arrington | Arkos Global Advisors, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Jun 26, 2024 | Sep 11, 2024 (77 d) |
| Benjamin A Wilhelm | Integrity Alliance, LLC BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2024 | May 31, 2024 |
| Tyler Owen Martin | Stonebridge Wealth Management independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Oct 2, 2023 | Sep 15, 2022 |
| Tamela Jean Sperr | Gateway Wealth Partners, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 26, 2023 | Sep 22, 2023 |
| Timothy James Stoller | Gateway Wealth Partners, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 26, 2023 | Sep 22, 2023 |
| Matthew Robert Dorweiler | Gateway Wealth Partners, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 26, 2023 | Sep 22, 2023 |
| Erin Nicole Laukhuf | Gateway Wealth Partners, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 26, 2023 | Sep 22, 2023 |
| Graig Stettner | Gateway Wealth Partners, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 26, 2023 | Sep 22, 2023 |
| Erin Kae Gilbert | Gateway Wealth Partners, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 26, 2023 | Sep 22, 2023 |
| Jordan Arnold | Gateway Wealth Partners, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 26, 2023 | Sep 25, 2023 |
| Carl James Reed | Gateway Wealth Partners, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 26, 2023 | Sep 22, 2023 |
| Seth David Gerber | Gateway Wealth Partners, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 26, 2023 | Sep 22, 2023 |
| John Robert Tate | Patriot Investment Management Group Inc independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Aug 28, 2023 | Aug 25, 2023 |
| Bailey Ziemski-Harwood | Thrivent Investment Management Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2023 | Jan 18, 2024 (218 d) |
| Sara Kristen Bolen | Thrivent Investment Management Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2023 | Jun 9, 2023 |
| Benjamin D Weerts | Thrivent Investment Management Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2023 | Jun 9, 2023 |
| Brad Alan Nelson | Thrivent Investment Management Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2023 | Jun 9, 2023 |
| Simon Paul Jackson | Thrivent Investment Management Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2023 | Jun 9, 2023 |
| Mark Eugene Morrison | Securities America Advisors, Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 25, 2023 | May 22, 2023 |
| Ian Matthew Morrison | Securities America Advisors, Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 25, 2023 | May 22, 2023 |
| Arlen Ray Royalty | The Nalls Sherbakoff Group, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Mar 27, 2023 | Mar 8, 2024 (347 d) |
| Cameron David Collier | Cambridge Investment Research Advisors, Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2022 | Oct 3, 2022 |
| Daniel Erik Milks | Woodmark Wealth Management, LLC unclassified | Oneascent Financial Services LLC independent RIA | Other | Oct 5, 2022 | Jul 7, 2022 |
| Graham Robert Morris | Woodmark Wealth Management, LLC unclassified | Oneascent Financial Services LLC independent RIA | Other | Oct 5, 2022 | Sep 23, 2022 |
| Matthew Edward Moses | Camelot Portfolios, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 30, 2022 | Jan 2, 2024 (459 d) |
| Nelson Negron | LPL Financial LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Jul 1, 2022 | May 16, 2022 |
| Justin Charles Cramer | Prospera Financial Services, Inc. independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Mar 18, 2022 | Jan 1, 2025 (1020 d) |
| Suzuanne Marie Foster | Ameriprise Financial Services, LLC national BD | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2021 | Sep 15, 2021 |
| John Calvin Mcdonald | Waddell & Reed BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2021 | Mar 19, 2021 |
| Alexander Garret Peloquin | Waddell & Reed BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 24, 2021 | Mar 19, 2021 |
| Mark Lee Tevebaugh | Next Financial Group, Inc. BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2020 | Oct 29, 2020 |
| Randall Heath Morris | Concourse Financial Group Advisors BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 26, 2018 | Jan 8, 2019 |
| Peter William Johnson | Pwjohnson Wealth Management other | Oneascent Financial Services LLC independent RIA | Other | Dec 20, 2018 | Dec 21, 2018 |
| James Bradford Stark | Insight Private Advisors, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Dec 10, 2018 | Dec 27, 2018 |
| Scott Arthur Mackenzie | Insight Private Advisors, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Dec 10, 2018 | Sep 4, 2025 (2460 d) |
| Ryan Deane Zeeb | Camelot Portfolios, LLC independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Aug 27, 2018 | Aug 28, 2018 |
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73 moves match.