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850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-07-03 |
Branch Locations
850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
5511 Virginia Way Ste. 110, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Newport Beach | CA | 03/2016 | 08/2022 |
| Jp Morgan Chase Bank | Newport Beach | CA | 02/2016 | 08/2022 |
| Network Brewery | Santa Ana | CA | 08/2017 | 12/2017 |
| Jp Morgan Chase Bank | Hendersonville | TN | 08/2022 | 06/2024 |
| Oakworth Capital Bank | Brentwood | TN | 06/2024 | Present |
| Oakworth Asset Management, Llc | Brentwood | TN | 07/2025 | Present |
Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Client Advisor; 06/2024; 160 hours/month, 160 hours/month during securities trading hours; Client Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-14 |
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