Lee Kirkland Banks

Current Employers

Oakworth Asset Management, Llc

850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2025-09-12

AL RA
APPROVED

Since 2025-09-12

Branch Locations

1 Saint Louis St. Ste. 3200, Mobile, AL 36602 • United States

850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Trustmark National Bank	Mobile	AL	08/2015	11/2022
Oakworth Capital Bank	Mobile	AL	12/2022	Present
Oakworth Asset Management, Llc	Mobile	AL	07/2025	Present

08/2015 → 11/2022

Trustmark National Bank

Mobile, AL
12/2022 → Present

Oakworth Capital Bank

Mobile, AL
07/2025 → Present

Oakworth Asset Management, Llc

Mobile, AL

Other Businesses

Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Wealth Client Advisor; 12/2022; 160 hours/month, 160 hours/month during securities trading hours; Wealth Client Advisor.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-08

S65 Uniform Investment Adviser Law Examination

2025-09-08