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850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-27 |
| AL | 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2016 | 07/2018 |
| Bank Of America Private Bank | Atlanta | GA | 07/2018 | 06/2024 |
| Oakworth Capital Bank | Birmingham | AL | 05/2024 | Present |
| Oakworth Asset Management, Llc | Birmingham | AL | 07/2025 | Present |
Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Wealth Client Advisor; 05/2024; 160 hours/month, 160 hours/month during securities trading hours; Wealth Client Advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-15 |
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