Inactive

Joseph Peyton Belew

Waverly Advisors, LLC

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Current Employers

Waverly Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-10-22

OH 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

Organization	City	State	From	To
Us Bancorp Asset Management, Inc.	Hamilton	OH	05/2001	08/2023
9258 Wealth Management, Llc	Hamilton	OH	10/2023	12/2024
Waverly Advisors, Llc	Hamilton	OH	10/2024	Present

05/2001 → 08/2023

Us Bancorp Asset Management, Inc.

Hamilton, OH
10/2023 → 12/2024

9258 Wealth Management, Llc

Hamilton, OH
10/2024 → Present

Waverly Advisors, Llc

Hamilton, OH

Previous Registrations

2024-04-03 → 2024-12-02

9258 Wealth Management, Llc

Blue Ash, OH

Hamilton, OH
2002-01-02 → 2005-12-31

U.S. Bancorp Asset Management, Inc.

Hamilton, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-26

S65 Uniform Investment Adviser Law Examination

2024-03-26

Other Names

Joe Belew

View on SEC IAPD

More in Hamilton, OH

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