Best Investors Account Sign in
Inactive

Teresa R Munro

Waverly Advisors, LLC

Atlanta, GA

Birmingham, AL

Claim This Profile
Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-09-20
TX RA APPROVED 2022-07-27
  • GA RA
    APPROVED
    Since 2022-09-20
  • TX RA
    APPROVED
    Since 2022-07-27

Branch Locations

3300 Riverwood Parkway Suite 1075, Atlanta, GA 30339 • 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
OrganizationCityStateFromTo
Bt Wealth Management, Llc Atlanta GA 12/2013 07/2022
Waverly Advisors, Llc Birmingham AL 07/2022 Present
  • 12/2013 → 07/2022
    Bt Wealth Management, Llc
    Atlanta, GA
  • 07/2022 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2013-12-17 → 2022-07-28
    Bt Wealth Management, Llc
    Atlanta, GA
  • 2012-08-30 → 2013-12-10
    Hc Advisors Llc
    Sandy Springs, GA
  • 2008-08-19 → 2012-10-11
    Pfm Capital Management Llc
    Atlanta, GA
  • 2007-11-06 → 2008-07-08
    Charles Schwab & Co., Inc.
    Mountain Brook, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-05
S63 Uniform Securities Agent State Law Examination 2004-05-24
  • S66 Uniform Combined State Law Examination
    2007-11-05
  • S63 Uniform Securities Agent State Law Examination
    2004-05-24
Designations
Other Names
  • Terri Roberts
  • Teresa G Roberts
  • Terri R Munro
  • Teresa R Munro
  • Teresa Munro
  • Teresa Roberts Munro

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor