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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-13 |
Branch Locations
6856 Loop Rd., Dayton, OH 45459 • 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 |
|---|---|---|---|---|
| Buckingham Capital Management, Inc. | Dayton | OH | 03/2005 | 03/2025 |
| Waverly Advisors, Llc | Dayton | OH | 11/2024 | Present |
1. GROEZINGER GOLF ENTERPRISES, INC, 77 HIGHMEADOW DR, GAHANNA, OH 43230, S CORP, PRES SINCE 3/1/93. 2. WESTON & CO, CPA'S - PRESIDENT - 11/1/99, TAX ACCTING - CPA FIRM - PREPARATION OF TAX RETURNS & ACCTING SERVICES - 160 HRS A MONTH, COMP - MANAGEMENT FEES 3. GROEZINGER FINANCIAL GROUP - PRESIDENT - 11-1-99, 50 HRS A MONTH, MANAGE CPA FIRM, COMP-FEE/MGT FEES. 4. WESTON INS AGENCY - TREASURER 2-1-03, P&C INS. MAINTAIN CO FINANICAL REWARDS, COMP-PD TO CPA FIRM. 5. BUCKINGHAM CAPITAL MANAGEMENT, INC., INVESTMENT ADVISORY REPRESENTATIVE WITH SEC REGISTERED RIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-23 |
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