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850 Shades Creek Parkway Suite 200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-07-11 |
| AL | RA | APPROVED | 2025-07-01 |
Branch Locations
5511 Virginia Way Ste. 110, Brentwood, TN 37027 • 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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | Nashville | TN | 09/2024 | 04/2025 |
| Regions Bank | Nashville | TN | 02/2015 | 04/2025 |
| Oakworth Capital Bank | Nashville | TN | 04/2025 | Present |
| Oakworth Asset Management, Llc | Nashville | TN | 07/2025 | Present |
Oakworth Capital Bank; Investment Related; At Reported Business Location; Bank; Wealth Advisor; 04/2025; 160 hours/month, 160 hours/month during securities trading hours; Wealth Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-17 |
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