Best Investors
Account
Sign in
Best Investors
Account
Sign in
850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-07-01 |
| TX | 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 |
|---|---|---|---|---|
| Regions Bank | Birmingham | AL | 11/2009 | 03/2023 |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2018 | 03/2023 |
| Oakworth Capital Bank | Birmingham | AL | 03/2023 | Present |
| Oakworth Asset Management, Llc | Birmingham | AL | 07/2025 | Present |
1. Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Wealth Management Client Advisor; 10/2023; 160 hours/month, 160 hours/month during securities trading hours; Wealth Management Client Advisor. 2. GREATER BIRMINGHAM HUMANE SOCIETY, BOARD MEMBER; IMPACT FAMILY COUNSELING, BOARD MEMBER / TREASURER, NOT A SIGNER ON THE BANK ACCOUNTS AND NO CHECK WRITING AUTHORITY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-19 |
Reach out to this advisor