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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-07-24
  • AL RA
    APPROVED
    Since 2026-07-24

Branch Locations

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

350 Leavell Cir., Montgomery, AL 36117 • United States

Invista Advisors

350 Leavell Circle, Montgomery, AL 36117 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2018-10-11
  • AL RA
    APPROVED
    Since 2018-10-11

Branch Locations

350 Leavell Circle, Montgomery, AL 36117 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Mb Consulting Montgomery AL 01/2016 Present
Mcdonald & Hagen Wealth Management Montgomery AL 10/2018 Present
Waverly Advisors, Llc Birmingham AL 07/2026 Present
  • 01/2016 → Present
    Mb Consulting
    Montgomery, AL
  • 10/2018 → Present
    Mcdonald & Hagen Wealth Management
    Montgomery, AL
  • 07/2026 → Present
    Birmingham, AL
Previous Registrations
  • 2007-04-02 → 2015-12-17
    Dothan, AL
    Mobile, AL
    Montgomery,, AL
    Fort Mill, SC
    Montgomery, AL
    Mobile, AL
    Auburn, AL
  • 2006-01-09 → 2007-04-05
    Raymond James Financial Services, Inc.
    Montgomery, AL
    Montgomery, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-18
S66 Uniform Combined State Law Examination 2004-12-29
  • S65 Uniform Investment Adviser Law Examination
    2019-01-18
  • S66 Uniform Combined State Law Examination
    2004-12-29
Other Names
  • Mike Barranco

View on SEC IAPD

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