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850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-03 |
Branch Locations
6000 Fairview Road Ste. 125, Charlotte, NC 28210 • United States
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 |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 08/2015 | 11/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2015 | 11/2017 |
| Suntrust Advisory Services, Inc | Charlotte | NC | 11/2017 | 12/2023 |
| Oakworth Capital Bank | Charlotte | NC | 01/2024 | Present |
| Oakworth Asset Management, Llc | Charlotte | NC | 07/2025 | Present |
Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Client Advisor; 01/2024; 160 hours/month, 160 hours/month during securities trading hours; Client Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-14 |
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