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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-14 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
156 N. Jefferson Street Suite 300, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair & Company | Chicago | IL | 03/2005 | 03/2022 |
| Promus Capital, Llc | Chicago | IL | 04/2024 | 12/2025 |
| Waverly Advisors, Llc | Birmingham | AL | 11/2025 | Present |
| Self-Employed | Libertyville | IL | 04/2022 | 03/2024 |
--John C. Murphy Revocable Trust; Yes; 309 W Cook Ave, Libertyville, IL 60048; Investment in income generating agricultural land; Trustee of personal trust; 4/17/16; 0; 0; Deposit rent check twice annually. --Mendel Field, LLC; Yes; 309 W Cook Ave, Libertyville, IL 60048; Murphy family investments in small private companies; Manager; 7/14/22; 1-2 hours; 0; Monitor existing, consider new, family investments. --Lumen Christi Group, LLC dba "Source and Summit"; No; PO Box 1945, Englewood, CO 80150; Publisher and online platform of religious materials; Manager representing Mendel Field; 10/22; 1-3 hours; 0; Advise CEO on strategy and finance. --Perennial Overseas Investments, LLC; Yes; 309 W Cook Ave, Libertyville, IL 60048; Pass through entity for Murphy family investments in public equities; Manager; 10/12/22; 1-3 hours; 0; Monitor existing, consider new, family investments. --Moss Hill Group, LLC dba "Partners in Mission"; No; 130 W Haviland Lane, Stamford, CT 06903; Advancement and leadership consulting for Catholic schools; Manager; 12/22/23; <1 hour; 0; Manager participating in 2-4 calls annually. --John C. Murphy 2025 Gift Trust; Yes; 309 W. Cook Ave, Libertyville, IL 60048; Manager: <1 hours, Monitor gift trust for benefit of beneficiaries; 8/14/2025; <1 hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-14 |
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