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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-08-29 |
Branch Locations
3300 Riverwood Parkway Suite 1075, Atlanta, GA 30339 • 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 |
|---|---|---|---|---|
| Bt Wealth Management, Llc | Atlanta | GA | 06/2015 | 07/2022 |
| Waverly Advisors, Llc | Birmingham | AL | 07/2022 | Present |
Walstad Investment Counsel - Business is investment-related - 1470 East Valley Road, Suite A-1, Santa Barbara, CA 93108 - Investments - Board Member - 12/31/2014 - 0 hours per month - 0 hours during trading hours - assists his Aunt with this business in case she becomes incapacitated in the future
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-22 |
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