Best Investors
Account
Sign in
Best Investors
Account
Sign in
850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-07-01 |
| NC | RA | APPROVED | 2025-07-01 |
Branch Locations
850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakworth Capital Bank | Birmingham | AL | 06/2007 | Present |
| Oakworth Asset Management, Llc | Birmingham | AL | 07/2025 | Present |
Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Managing Director; 06/2007; 160 hours/month, 160 hours/month during securities trading hours; Managing Director.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-09 |
Reach out to this advisor