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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 |
|---|---|---|---|---|
| Regions Bank | Birmingham | AL | 12/2018 | 08/2021 |
| Protective Life Insurance | Birmingham | AL | 08/2021 | 09/2023 |
| Oakworth Capital Bank | Birmingham | AL | 09/2023 | Present |
| Oakworth Asset Management, Llc | Birmingham | AL | 07/2025 | Present |
| Samford University | Homewood | AL | 08/2014 | 05/2018 |
| Sa Stone Wealth Management Inc | Birmingham | AL | 08/2018 | 11/2018 |
Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Portfolio Manager; 09/2023; 160 hours/month, 160 hours/month during securities trading hours; Portfolio Manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
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