| Date | Description |
|---|
| 2023-10-18 |
delete personal_emails do..@oneascent.com |
| 2023-10-18 |
delete email do..@oneascent.com |
| 2023-10-18 |
delete person Don Ankenbrandt |
| 2023-09-16 |
delete general_emails in..@wealthstaging.oneascent.com |
| 2023-09-16 |
delete personal_emails ka..@oneascent.com |
| 2023-09-16 |
insert general_emails in..@oneascentwealth.com |
| 2023-09-16 |
delete email in..@wealthstaging.oneascent.com |
| 2023-09-16 |
delete email ka..@oneascent.com |
| 2023-09-16 |
delete person Karen Milton |
| 2023-09-16 |
delete source_ip 35.230.43.19 |
| 2023-09-16 |
insert email in..@oneascentwealth.com |
| 2023-09-16 |
insert source_ip 45.56.99.101 |
| 2023-08-14 |
delete personal_emails ka..@oneascent.com |
| 2023-08-14 |
delete email ka..@oneascent.com |
| 2023-08-14 |
delete person Kathy Ellerbee |
| 2023-07-11 |
insert founder Harry Pearson |
| 2023-07-11 |
update person_title Harry Pearson: CEO and Co - Founder of One; CEO; Member of Oak Mountain Presbyterian Church => CEO and Co - Founder of One; CEO; Founder; Member of Oak Mountain Presbyterian Church |
| 2023-06-07 |
insert personal_emails na..@oneascent.com |
| 2023-06-07 |
insert email na..@oneascent.com |
| 2023-06-07 |
insert person Nathan Whiddon |
| 2023-06-07 |
update person_title Ashley Alliston: Birmingham, AL / Client Service Specialist; Client Service Specialist; Client Service Specialist for OneAscent Wealth Birmingham; Member of Oak Mountain Presbyterian Church => Client Service Specialist; Birmingham, AL / Client Relationship Manager; Client Relationship Manager for OneAscent Wealth Birmingham; Client Relationship Manager; Member of Oak Mountain Presbyterian Church |
| 2023-06-07 |
update person_title Linda West: Birmingham, AL / Client Service Specialist; Client Service Specialist => Client Service Specialist; Birmingham, AL / Client Relationship Manager |
| 2023-06-07 |
update person_title Lisa Mathews: Birmingham, AL / Client Service Specialist; Client Service Specialist => Member of Briarwood Presbyterian Church; Client Service Specialist; Birmingham, AL / Client Relationship Manager; Client Relationship Manager for OneAscent Wealth Birmingham; Client Relationship Manager |
| 2023-04-28 |
delete personal_emails ma..@oneascent.com |
| 2023-04-28 |
insert cmo Samantha Vance |
| 2023-04-28 |
insert otherexecutives Brian Church |
| 2023-04-28 |
delete email ma..@oneascent.com |
| 2023-04-28 |
delete email rt..@oneascent.com |
| 2023-04-28 |
delete person Lisa Matthews |
| 2023-04-28 |
delete person Matthew Bowerman |
| 2023-04-28 |
delete person Nathan Whiddon |
| 2023-04-28 |
delete person Ross Thompson |
| 2023-04-28 |
insert email dn..@oneascent.com |
| 2023-04-28 |
insert person Dean Niewolny |
| 2023-04-28 |
update person_title Brian Church: Franklin, TN / Chief Revenue Officer => Chief Revenue Officer; Franklin, TN / Chief Revenue Officer |
| 2023-04-28 |
update person_title Chad Harrison: Birmingham, AL / Advisor; Member of First Baptist Church; Retirement Plan Advisor => Birmingham, AL / Advisor; Advisor; Member of First Baptist Church; Retirement Plan Advisor |
| 2023-04-28 |
update person_title Cole Pearson: Birmingham, AL / President, Investment Solutions; VP, Investments Solutions; VP, Investment Solutions => Birmingham, AL / President, Investment Solutions; VP, Investment Solutions |
| 2023-04-28 |
update person_title Jennifer Rogers: Maumee, OH / Director, Advisor Operations => Director of Advisor Operations; Maumee, OH / Director, Advisor Operations |
| 2023-04-28 |
update person_title Karen Milton: Birmingham, AL / Operations Specialist => Operations Specialist; Birmingham, AL / Operations Specialist |
| 2023-04-28 |
update person_title Linda West: Birmingham, AL / Client Service Specialist => Birmingham, AL / Client Service Specialist; Client Service Specialist |
| 2023-04-28 |
update person_title Lisa Mathews: Birmingham, AL / Client Service Specialist => Birmingham, AL / Client Service Specialist; Client Service Specialist |
| 2023-04-28 |
update person_title Lynne Knecht: Birmingham, AL / Client Relationship Manager => Birmingham, AL / Client Relationship Manager; Client Relationship Manager |
| 2023-04-28 |
update person_title Matthew Moses: Vice President, Operational => Vice President, Operational; VP, Operational Consulting |
| 2023-04-28 |
update person_title Samantha Vance: Birmingham, AL / Director of Marketing => Director of Marketing; Birmingham, AL / Director of Marketing |
| 2023-04-28 |
update person_title Tom Mueth: Senior Portfolio Specialist for OneAscent Investment Solutions => Director of Advisor Engagement; Senior Portfolio Specialist for OneAscent Investment Solutions |
| 2023-04-28 |
update person_title Will Sorrell: Birmingham, AL / Director of Values - Based; Investment Solutions Manager => Director of; Birmingham, AL / Director of Values - Based |
| 2023-03-27 |
delete personal_emails jo..@oneascent.com |
| 2023-03-27 |
delete email do..@oneascent.com |
| 2023-03-27 |
delete email jo..@oneascent.com |
| 2023-03-27 |
delete person John Beatty |
| 2023-03-27 |
delete person Julianne Sparkman |
| 2023-03-27 |
insert email bc..@oneascent.com |
| 2023-03-27 |
insert email ke..@oneascent.com |
| 2023-03-27 |
insert person Brian Church |
| 2023-03-27 |
insert person Kate Elling |
| 2023-03-27 |
update person_title Jennifer Rogers: Birmingham, AL / Director, Advisor Operations => Maumee, OH / Director, Advisor Operations |
| 2023-03-27 |
update person_title Matthew Moses: Birmingham, AL / Vice President, Operations Consulting => Vice President, Operational |
| 2023-03-27 |
update person_title Paul Cywinski: Client Service Specialist => Client Service Specialist; Indian Harbour Beach, FL / Client Service Specialist |
| 2023-03-27 |
update person_title Wade Johnson: Director, Transition and Operations; Birmingham, AL / Director, Transition & Operations => Roanoke, VA / Director, Transition & Operations; Director, Transition and Operations |
| 2023-03-27 |
update person_title Will Sorrell: Investment Solutions Manager => Birmingham, AL / Director of Values - Based; Investment Solutions Manager |
| 2022-11-20 |
delete personal_emails li..@oneascent.com |
| 2022-11-20 |
delete personal_emails na..@oneascent.com |
| 2022-11-20 |
insert personal_emails ed..@oneascent.com |
| 2022-11-20 |
insert personal_emails ka..@oneascent.com |
| 2022-11-20 |
insert personal_emails li..@oneascent.com |
| 2022-11-20 |
insert personal_emails li..@oneascent.com |
| 2022-11-20 |
insert personal_emails ly..@oneascent.com |
| 2022-11-20 |
insert personal_emails ma..@oneascent.com |
| 2022-11-20 |
insert personal_emails pa..@oneascent.com |
| 2022-11-20 |
insert personal_emails ph..@oneascent.com |
| 2022-11-20 |
delete email js..@oneascent.com |
| 2022-11-20 |
delete email li..@oneascent.com |
| 2022-11-20 |
delete email mt..@oneascent.com |
| 2022-11-20 |
delete email na..@oneascent.com |
| 2022-11-20 |
delete email pc..@oneascent.com |
| 2022-11-20 |
delete phone (208) 456-2089 |
| 2022-11-20 |
insert email ap..@oneascent.com |
| 2022-11-20 |
insert email do..@oneascent.com |
| 2022-11-20 |
insert email ed..@oneascent.com |
| 2022-11-20 |
insert email he..@oneascent.com |
| 2022-11-20 |
insert email jl..@oneascent.com |
| 2022-11-20 |
insert email ka..@oneascent.com |
| 2022-11-20 |
insert email li..@oneascent.com |
| 2022-11-20 |
insert email li..@oneascent.com |
| 2022-11-20 |
insert email ly..@oneascent.com |
| 2022-11-20 |
insert email ma..@oneascent.com |
| 2022-11-20 |
insert email mm..@oneascent.com |
| 2022-11-20 |
insert email pa..@oneascent.com |
| 2022-11-20 |
insert email ph..@oneascent.com |
| 2022-11-20 |
insert email sv..@oneascent.com |
| 2022-11-20 |
insert person Edna Jahnke |
| 2022-11-20 |
insert person Jennifer Rogers |
| 2022-11-20 |
insert person Karen Milton |
| 2022-11-20 |
insert person Linda West |
| 2022-11-20 |
insert person Lynne Knecht |
| 2022-11-20 |
insert person Matthew Moses |
| 2022-11-20 |
insert person Philip Johnston |
| 2022-11-20 |
insert person Samantha Vance |
| 2022-11-20 |
update person_title Chad Harrison: Birmingham, AL / Retirement Plan Advisor; Member of First Baptist Church; Retirement Plan Advisor => Birmingham, AL / Advisor; Member of First Baptist Church; Retirement Plan Advisor |
| 2022-11-20 |
update person_title Cole Pearson: Birmingham, AL / VP, Investment Solutions; VP, Investments Solutions; VP, Investment Solutions => Birmingham, AL / President, Investment Solutions; VP, Investments Solutions; VP, Investment Solutions |
| 2022-11-20 |
update person_title Julianne Sparkman: Executive Assistant; Birmingham, AL / Executive Assistant => Executive Assistant |
| 2022-11-20 |
update person_title Lisa Mathews: Client Service Specialist for OneAscent Wealth Birmingham => Birmingham, AL / Client Service Specialist |
| 2022-11-20 |
update person_title Lisa Matthews: Birmingham, AL / Client Service Specialist; Client Service Specialist => Client Service Specialist |
| 2022-11-20 |
update person_title Mark Tevebaugh: Senior Lead Advisor => Indian Harbour Beach, FL / Senior Lead Advisor; Senior Lead Advisor |
| 2022-11-20 |
update person_title Nathan Willis: Director of Portfolio Strategy for OneAscent Investment Solutions; Birmingham, AL / Director of Portfolio Strategy => Director of Portfolio Strategy for OneAscent Investment Solutions |
| 2022-11-20 |
update person_title Rob Grubb: Birmingham, AL / Chief Operations Officer; Co - Founder; Chief Operations Officer; COO => Co - Founder; Chief Operations Officer; COO |
| 2022-09-18 |
insert personal_emails do..@oneascent.com |
| 2022-09-18 |
insert email do..@oneascent.com |
| 2022-09-18 |
insert email do..@oneascent.com |
| 2022-09-18 |
insert person Don Ankenbrandt |
| 2022-09-18 |
insert person Donna Jordan |
| 2022-09-18 |
update person_title Heather Howell: Birmingham, AL / Chief Compliance Officer; Operations Manager => Birmingham, AL / Operations Manager; Operations Manager |
| 2022-07-17 |
delete personal_emails li..@oneascent.com |
| 2022-07-17 |
delete personal_emails li..@oneascent.com |
| 2022-07-17 |
delete personal_emails ma..@oneascent.com |
| 2022-07-17 |
insert general_emails in..@wealthstaging.oneascent.com |
| 2022-07-17 |
insert personal_emails jo..@oneascent.com |
| 2022-07-17 |
insert personal_emails li..@oneascent.com |
| 2022-07-17 |
delete email jo..@whiddonwealth.com |
| 2022-07-17 |
delete email li..@oneascent.com |
| 2022-07-17 |
delete email li..@oneascent.com |
| 2022-07-17 |
delete email ma..@oneascent.com |
| 2022-07-17 |
delete email pc..@oneascent.com |
| 2022-07-17 |
delete email tr..@whiddonwealth.com |
| 2022-07-17 |
delete investor Benefits Consulting |
| 2022-07-17 |
delete investor Institutional Consulting |
| 2022-07-17 |
delete investor Retirement Plan Design & Implementation |
| 2022-07-17 |
delete person Linda West |
| 2022-07-17 |
delete person Matthew Bowerman |
| 2022-07-17 |
insert alias OneAscent Wealth Management, LLC |
| 2022-07-17 |
insert email in..@wealthstaging.oneascent.com |
| 2022-07-17 |
insert email jo..@oneascent.com |
| 2022-07-17 |
insert email li..@oneascent.com |
| 2022-07-17 |
insert person John Beatty |
| 2022-07-17 |
insert person Lisa Matthews |
| 2022-07-17 |
update person_title Cole Pearson: VP, Investment Solutions for OneAscent; Birmingham, AL / VP, Investment Solutions => Birmingham, AL / VP, Investment Solutions; VP, Investments Solutions; VP, Investment Solutions |
| 2022-07-17 |
update person_title David Hinshaw: Birmingham, AL / Advisor; Advisor => Advisor |
| 2022-07-17 |
update person_title Hays Latimer: Certified Financial Planner; Senior Lead Advisor; Member of St. Thomas Episcopal Church; Birmingham, AL / Senior Lead Advisor => Certified Financial Planner; Senior Lead Advisor; Member of St. Thomas Episcopal Church |
| 2022-07-17 |
update person_title Heath Morris: Senior Lead Advisor; Advisor; Member of Oak Mountain Presbyterian Church; Birmingham, AL / Senior Lead Advisor => Senior Lead Advisor; Member of Oak Mountain Presbyterian Church |
| 2022-07-17 |
update person_title Heather Howell: Birmingham, AL / Operations Manager; Operations Manager => Birmingham, AL / Chief Compliance Officer; Operations Manager |
| 2022-07-17 |
update person_title Kelly Mooney: Birmingham, AL / Client Service Associate; Client Service Associate => Client Service Specialist; Birmingham, AL / Client Service Associate; Client Service Associate |
| 2022-07-17 |
update person_title Lisa Mathews: Birmingham, AL / Client Service Specialist; Member of Briarwood Presbyterian Church; Client Service Specialist; Client Service Specialist for OneAscent Wealth Birmingham => Client Service Specialist for OneAscent Wealth Birmingham |
| 2022-07-17 |
update person_title Mark Tevebaugh: Indian Harbour Beach, FL / Senior Lead Advisor; Senior Lead Advisor => Senior Lead Advisor |
| 2022-07-17 |
update person_title Paul Cywinski: Client Service Specialist; Indian Harbour Beach, FL / Client Service Specialist; Client Service Specialist for OneAscent Wealth Orlando => Client Service Specialist; Client Service Specialist for OneAscent Wealth Orlando |
| 2022-07-17 |
update person_title Tom Powell: Senior Lead Advisor; Birmingham, AL / Senior Lead Advisor => Senior Lead Advisor |
| 2022-06-16 |
insert personal_emails ma..@oneascent.com |
| 2022-06-16 |
insert email ma..@oneascent.com |
| 2022-06-16 |
insert person Matthew Bowerman |
| 2022-04-15 |
delete chairman Harry Pearson |
| 2022-04-15 |
insert personal_emails li..@oneascent.com |
| 2022-04-15 |
delete email ho..@oneascent.com |
| 2022-04-15 |
delete person Alex Barlow |
| 2022-04-15 |
delete person Holden Gully |
| 2022-04-15 |
insert email ch..@oneascent.com |
| 2022-04-15 |
insert email js..@oneascent.com |
| 2022-04-15 |
insert email li..@oneascent.com |
| 2022-04-15 |
insert email tc..@oneascent.com |
| 2022-04-15 |
insert email to..@oneascent.com |
| 2022-04-15 |
insert person Chad Harrison |
| 2022-04-15 |
insert person Julianne Sparkman |
| 2022-04-15 |
insert person Linda West |
| 2022-04-15 |
insert person TJ Claud |
| 2022-04-15 |
insert person Tom Powell |
| 2022-04-15 |
update person_description Harry Pearson => Harry Pearson |
| 2022-04-15 |
update person_title Adrian VanderWoude: Lead Advisor; Birmingham, AL / Lead Advisor; Advisor => Birmingham, AL / Director, Strategic Ministry Giving; Director, Strategic Ministry Giving |
| 2022-04-15 |
update person_title Charlie Watkins: Vice President of Finance; Birmingham, AL / VP, Finance / Operations; Finance => Vice President of Finance; Finance; Birmingham, AL / VP, Finance |
| 2022-04-15 |
update person_title David Hinshaw: Birmingham, AL / Planning Coordinator; Advisor => Birmingham, AL / Advisor; Advisor |
| 2022-04-15 |
update person_title Harry Pearson: Co - Founder and CEO of OneAscent; Chairman; CEO; Advisor; Member of Oak Mountain Presbyterian Church => CEO and Co - Founder of One; CEO; Member of Oak Mountain Presbyterian Church |
| 2022-04-15 |
update person_title Heather Howell: Birmingham, AL / Operations Manager / Operations; Operations Manager => Birmingham, AL / Operations Manager; Operations Manager |
| 2022-04-15 |
update person_title Jamie Labello: Operations Manager for OneAscent Financial Services; Birmingham, AL / Operations Manager / Operations; Operations Manager => Birmingham, AL / Operations Manager; Operations Manager for OneAscent Financial Services; Operations Manager |
| 2022-04-15 |
update person_title Jonathan Bennett: Birmingham, AL / Senior Accountant / Operations; Senior Accountant at OneAscent; Senior Accountant => Senior Accountant at OneAscent; Birmingham, AL / Senior Accountant; Senior Accountant |
| 2022-04-15 |
update person_title Rob Grubb: Chief Operations Officer; Co - Founder and COO of OneAscent; COO => Birmingham, AL / Chief Operations Officer; Chief Operations Officer; Co - Founder and COO of OneAscent |
| 2022-04-15 |
update person_title Ross Thompson: Associate for OneAscent Financial Services; Operations Associate; Birmingham, AL / Operations Associate / Operations => Associate for OneAscent Financial Services; Operations Associate; Birmingham, AL / Operations Associate |
| 2022-04-15 |
update person_title Savannah Stewart: Associate for OneAscent; Marketing Associate; Birmingham, AL / Marketing Associate / Marketing => Associate for OneAscent; Birmingham, AL / Marketing Associate; Marketing Associate |
| 2022-04-15 |
update person_title Todd Decker: Chief Growth Officer; Birmingham, AL / Chief Growth Officer / Marketing => Chief Growth Officer; Birmingham, AL / Chief Growth Officer |
| 2022-04-15 |
update person_title Wade Johnson: Director, Transition and Operations for OneAscent; Birmingham, AL / Director, Transition and Operations / Operations => Director, Transition and Operations for OneAscent; Birmingham, AL / Director, Transition and Operations |
| 2021-10-02 |
insert person Tom Mueth |
| 2021-09-01 |
delete person Lee Spratling |
| 2021-07-30 |
insert person Alex Barlow |
| 2021-07-30 |
insert person John Siverling |
| 2021-07-30 |
insert person Nathan Willis |
| 2021-07-30 |
update person_title David Hinshaw: Planning Coordinator => Advisor |
| 2021-07-30 |
update person_title Nathan Whiddon: Client Services Associate; Client Service Associate => Client Service Specialist |
| 2021-07-30 |
update person_title Will Sorrell: Investment Solutions Manager / Operations; Investment Solutions Manager / Marketing; Investment Solutions Manager => Investment Solutions Manager |
| 2021-06-28 |
insert chairman Harry Pearson |
| 2021-06-28 |
insert person Kathy Ellerbee |
| 2021-06-28 |
update person_description Heath Morris => Heath Morris |
| 2021-06-28 |
update person_title Harry Pearson: Co - Founder and CEO of OneAscent; CEO; Member of Oak Mountain Presbyterian Church => Co - Founder and CEO of OneAscent; Chairman; CEO; Advisor; Member of Oak Mountain Presbyterian Church |
| 2021-05-28 |
delete alias OneAscent Wealth Management LLC |
| 2021-04-11 |
insert alias OneAscent Wealth Management LLC |
| 2021-02-16 |
delete general_emails in..@oneascent.com |
| 2021-02-16 |
delete general_emails in..@oneascentmicro.wpengine.com |
| 2021-02-16 |
delete email in..@oneascent.com |
| 2021-02-16 |
delete email in..@oneascentmicro.wpengine.com |
| 2021-02-16 |
insert email we..@oneascent.com |
| 2021-01-16 |
delete investor_pages_linkeddomain finlifepartners.com |
| 2021-01-16 |
insert investor_pages_linkeddomain finlife.com |
| 2020-10-05 |
insert general_emails in..@oneascentmicro.wpengine.com |
| 2020-10-05 |
insert email in..@oneascentmicro.wpengine.com |