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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-14 |
Branch Locations
1801 Porter Street Suite 500, Baltimore, MD 21230 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grant/Grossmendelsohn, Llc | Baltimore | MD | 11/2005 | 08/2025 |
| Waverly Advisors, Llc | Baltimore | MD | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-16 |
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