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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-26 |
| NC | RA | APPROVED | 2024-05-03 |
Branch Locations
2150 Park Drive, Charlotte, NC 28204 • 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 |
|---|---|---|---|---|
| Rinehart Wealth Management | Charlotte | NC | 08/2013 | Present |
| Waverly Advisors, Llc | Charlotte | NC | 04/2024 | Present |
1. RINEHART WEALTH MANAGEMENT; INVESTMENT-RELATED; 521 E. MOREHEAD STREET, SUITE 580, CHARLOTTE, NC 28202; REGISTERED INVESTMENT ADVISOR; FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER; AUGUST 2013; 170 HRS; FINANCIAL PLANNING FOR CLIENTS. 2. QUEENS UNIVERSITY; NON-INVESTMENT-RELATED; 1900 SELWYN AVENUE, CHARLOTTE, NC 28207; HIGHER EDUCATION, CFP PROGRAM INSTRUCTOR; AUGUST 2011; 12 HRS; ZERO DURING TRADING HOURS; TEACH TAX PLANNING COURSE. 3. EASTOVER INVESTMENT ADVISORS LLC; INVESTMENT-RELATED; 5605 CARNEGIE BLVD, CHARLOTTE, NC 28209; LLC MEMBER; SEPTEMBER 2009; ZERO HOURS; PERFORM NO DUTIES. 4. FINANCIAL PLANNING ASSOCIATION; NON-INVESTMENT-RELATED; 8019 REGENT PARK LANE, CHARLOTTE, NC, 28210; FINANCIAL PLANNING ASSOCIATION; DIRECTOR OF PROGRAMS; JANUARY 2012; 5 HRS; ZERO HRS; RESPONSIBLE FOR MONTHLY LUNCHEON SPEAKER SERIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-20 |
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