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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-16 |
Branch Locations
1500 East Lancaster Avenue Suite 204, Paoli, PA 19301 • 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 |
|---|---|---|---|---|
| The Marshall Financial Group, Inc. | Doylestown | PA | 08/2011 | 03/2021 |
| Planning Capital Management Corp | Philadelphia | PA | 03/2021 | 02/2025 |
| Waverly Advisors, Llc | Paoli | PA | 12/2024 | Present |
Temple University. Not Investment Related. 1852 N. 10th Street; Philadelphia, PA. 19122. Higher education institution. Adjunct Professor for public university. Began January 2021. 3 hours per month not during business hours, none during securities trading hours. Teaching a class on personal finance. $13,200 annual compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-06 |
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