Brian Kelly Hershberger

Current Employers

Waverly Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-06-15
GA	RA	APPROVED	2023-06-09
TX	RA	APPROVED	2023-04-24

FL RA
APPROVED

Since 2023-06-15
GA RA
APPROVED

Since 2023-06-09
TX RA
APPROVED

Since 2023-04-24

Branch Locations

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

3300 Riverwood Parkway Suite 1075, Atlanta, GA 30339 • 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

Organization	City	State	From	To
Omni Wealth Advisors, Llc	Tampa	FL	10/1999	Present
Waverly Advisors, Llc	Atlanta	GA	03/2023	Present

10/1999 → Present

Omni Wealth Advisors, Llc

Tampa, FL
03/2023 → Present

Waverly Advisors, Llc

Atlanta, GA

Previous Registrations

2004-04-19 → 2023-08-02

Omni Wealth Advisors, Inc.

Marietta, GA

Tampa, FL

Other Businesses

OMNI WEALTH ADVISORS, LLC., BUSINESS IS NOT INVESTMENT RELATED, 5401 W. KENNEDY BLVD. SUITE 120 TAMPA, FL 33609, TAX PLANNING AND PREPARATION, OWNER, JANUARY 2001, 10-15 HOURS PER MONTH, 5-7 HOURS DURING SECURITIES TRADING HOURS, PREPARE TAX RETURNS AND CONSULTING

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2002-08-14
S65	Uniform Investment Adviser Law Examination	1999-12-11

S63 Uniform Securities Agent State Law Examination

2002-08-14
S65 Uniform Investment Adviser Law Examination

1999-12-11

Designations

Other Names

Brian K Hershberger

View on SEC IAPD