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850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-07-03 |
| TN | RA | APPROVED | 2025-07-03 |
Branch Locations
6000 Fairview Road Suite 125, Charlotte, NC 28210 • United States
850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
1 St. Louis Street Suite 3200, Mobile, AL 36602 • United States
5511 Virginia Way Suite 110, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Mobile | AL | 06/1999 | 04/2018 |
| Oakworth Capital Bank | Mobile | AL | 04/2018 | Present |
| Oakworth Asset Management, Llc | Mobile | AL | 07/2025 | Present |
Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Managing Director, Chief Equity Strategist; 10/2023; 160 hours/month, 160 hours/month during securities trading hours; Equity strategist.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-09-22 |
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