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Jeffrey Lawrence Mueller

Waverly Advisors, LLC

Canon City, CO

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-10-30
TX RA APPROVED 2024-10-30
  • CO RA
    APPROVED
    Since 2024-10-30
  • TX RA
    APPROVED
    Since 2024-10-30

Branch Locations

303 N 7Th Street, Canon City, CO 81212 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mueller And Associates Pc Canon City CO 06/1983 Present
Mueller Financial Soultions Co. Canon City CO 06/1997 Present
Waverly Advisors, Llc Canon City CO 10/2024 Present
  • 06/1983 → Present
    Mueller And Associates Pc
    Canon City, CO
  • 06/1997 → Present
    Mueller Financial Soultions Co.
    Canon City, CO
  • 10/2024 → Present
    Canon City, CO
Previous Registrations
  • 1999-01-01 → 2025-01-13
    Mueller Financial Solutions Co.
    Canon City, CO
    Canon City, CO
Other Businesses

(1.) NAME OF OBA: SILOAM Stone, Inc.; ADDRESS: Canon City, Co; NATURE: FAMILY STONE COMPANY; INVESTMENT RELATED: YES; TITLE OR RELATIONSHIP WITH OBA: SHAREHOLDER & TREASURER; DUTIES: ATTEND BOARD MEETINGS AND VARIOUS FINANCIAL AND OPERATIONAL MATTERS; START DATE: ONGOING; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (2.) NAME OF OBA: TREVOR GRAVES TRUST; ADDRESS: CANON CITY, CO; NATURE: TRUSTEESHIP; INVESTMENT RELATED: NO; TITLE OR RELATIONSHIP WITH OBA: TRUSTEE OF ESTATE OF RICHARD GRAVES TRUST; DUTIES: MAKE REQUIRED DISTRIBUTIONS; START DATE: 01/2018; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (3.) NAME OF OBA: PLAZA INVESTMENT CO., LLC; ADDRESS: CANON CITY, CO; NATURE: COMMERCIAL RENTAL BUILDING; INVESTMENT RELATED: YES; TITLE OR RELATIONSHIP WITH OBA: MANAGING MEMBER; DUTIES: RENTAL PROPERTY MANAGEMENT, INCLUDING PAYING RENT AND BILLS; START DATE: ONGOING; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 4; (4.) NAME OF OBA: CANON MEDICAL CENTER, LLC; ADDRESS: CANON CITY, CO; NATURE: COMMERCIAL RENTAL BUILDING; INVESTMENT RELATED: YES; TITLE OR RELATIONSHIP WITH OBA: RENTAL PROPERTY MANAGEMENT; DUTIES: COLLECT PAYMENT START DATE: ONGOING; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2

Designations

View on SEC IAPD

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