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Edward L. Carlisle

Waverly Advisors, LLC

Ridgeland, MS

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2023-10-26
  • MS RA
    APPROVED
    Since 2023-10-26

Branch Locations

795 Woodlands Parkway #104, Ridgeland, MS 39157 • 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
Soundpath Investment Advisors, Llc Ridgeland MS 05/2006 Present
Waverly Advisors, Llc Ridgeland MS 09/2023 Present
  • 05/2006 → Present
    Soundpath Investment Advisors, Llc
    Ridgeland, MS
  • 09/2023 → Present
    Waverly Advisors, Llc
    Ridgeland, MS
Previous Registrations
  • 2006-10-05 → 2023-11-16
    Soundpath Investment Advisors, Llc
    Ridgeland, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-29
  • S65 Uniform Investment Adviser Law Examination
    2006-09-29
Designations

View on SEC IAPD

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Other Offices

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FOCUS PARTNERS WEALTH, LLC · RIDGELAND, MS
FOCUS PARTNERS WEALTH, LLC · RIDGELAND, MS
EAGLE STRATEGIES LLC · RIDGELAND, MS
GRANTHAM POOLE ADVISORS, LLC · RIDGELAND, MS
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