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210 Saint Joseph Street, Mobile, AL 36602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakworth Capital Bank | Birmingham | AL | 12/2017 | Present |
| Oakworth Asset Management, Llc | Birmingham | AL | 07/2025 | 02/2026 |
| Regions Bank | Birmingham | AL | 03/2014 | 12/2017 |
| Leavell Investment Management, Inc. | Birmingham | AL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
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