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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 |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Birmingham | AL | 06/2021 | 11/2023 |
| Proequities, Inc. | Birmingham | AL | 06/2014 | 06/2021 |
| Oakworth Capital Bank | Birmingham | AL | 11/2023 | Present |
| Oakworth Asset Management, Llc | Birmingham | AL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
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