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850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| 1919 Investment Counsel, Llc | Birmingham | AL | 09/2015 | 01/2025 |
| Oakworth Capital Bank | Birmingham | AL | 03/2025 | Present |
| Oakworth Asset Management, Llc | Birmingham | AL | 07/2025 | Present |
Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Wealth Client Advisor; 03/2025; 160 hours/month, 160 hours/month during securities trading hours; Wealth Client Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-18 |
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