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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-10 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
211 Congress Street Ste. 901, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nbw Capital Llc | Boston | MA | 02/2021 | 05/2026 |
| The Boston Company | Boston | MA | 12/2005 | 12/2019 |
| Unemployed | Milton | MA | 01/2020 | 01/2021 |
| Waverly Advisors, Llc | Boston | MA | 03/2025 | Present |
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