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850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-14 |
Branch Locations
6000 Fairview Rd, 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 |
|---|---|---|---|---|
| Rockefeller Financial Llc | Winter Park | FL | 01/2024 | 07/2024 |
| Truist Financial Corporation | Charlotte | NC | 07/2022 | 01/2024 |
| University Of Florida | Gainesville | FL | 08/2017 | 07/2022 |
| Winter Park High School | Winter Park | FL | 08/2013 | 05/2017 |
| Oakworth Asset Management, Llc | Birmingham | AL | 05/2026 | Present |
| Truist Bank | Charlotte | NC | 08/2024 | 04/2026 |
| Oakworth Capital Bank | Birmingham | AL | 05/2026 | Present |
Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Associate Director; 05/2026; 160 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-28 |
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