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850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-16 |
Branch Locations
6000 Fairview Rd. Ste. 125, Charlotte, NC 28210 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2014 | 09/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 02/2015 | 09/2022 |
| Truist Wealth Journey Room And Protfolio Artichecture | Charlotte | NC | 09/2022 | 05/2024 |
| Jpmorgan Chase Bank, Na | Charlotte | NC | 06/2024 | 12/2025 |
| Oakworth Asset Management, Llc | Charlotte | NC | 01/2026 | Present |
| Oakworth Capital Bank | Charlotte | NC | 01/2026 | Present |
Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Wealth Client Advisor; 01/2026; 160 hours/month, 160 hours/month during securities trading hours; Wealth Client Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-18 |
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