Best Investors Account Sign in
Inactive

William Andrew Groth

Waverly Advisors, LLC

Hamilton, OH

Birmingham, AL

Claim This Profile
Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-10-22
TX RA APPROVED 2024-10-22
  • OH RA
    APPROVED
    Since 2024-10-22
  • TX RA
    APPROVED
    Since 2024-10-22

Branch Locations

1502 University Blvd Unit D, Hamilton, OH 45011 • 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
Natl Retirement Consultants Inc. Hamilton OH 02/1997 01/2020
9258 Wealth Management, Llc Cincinnati OH 01/2020 12/2024
Waverly Advisors, Llc Hamilton OH 10/2024 Present
  • 02/1997 → 01/2020
    Natl Retirement Consultants Inc.
    Hamilton, OH
  • 01/2020 → 12/2024
    9258 Wealth Management, Llc
    Cincinnati, OH
  • 10/2024 → Present
    Waverly Advisors, Llc
    Hamilton, OH
Previous Registrations
  • 2020-01-03 → 2024-12-02
    9258 Wealth Management, Llc
    Hamilton, OH
  • 1999-10-06 → 2020-02-05
    National Retirement Consultants Inc
    Hamilton, OH
Other Businesses

Groth Law Firm LLC, estate planning, probate, tax work, 6-10 hours per week.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-06-16
  • S63 Uniform Securities Agent State Law Examination
    1997-06-16

View on SEC IAPD

More in Hamilton, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor