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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-05 |
Branch Locations
9500 Koger Boulevard North Suite 104, St. Petersburg, FL 33702 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 05/2015 | 12/2016 |
| Holifield Financial Advisory Services/Prosper Financial Advisers | St. Petersburg | FL | 01/2016 | 04/2024 |
| Waverly Advisors, Llc | St. Petersburg | FL | 11/2023 | Present |
CHERYL BOTT IS THE CO-OWNER OF B&B COMMERCIAL LAUNDRY INSTALLATION, LLC, WHICH IS IN THE BUSINESS OF INSTALLING COMMERCIAL LAUNDRY EQUIPMENT. THE BUSINESS ADDRESS IS AS FOLLOWS: 100 HAMPSTEAD, BROOKSVILLE, FL 34602. THIS IS A NON-INVESTMENT RELATED BUSINESS THAT CURRENTLY GENERATES LESS THAN 10% OF HER TIME AND INCOME. CHERYL BOTT SPENDS LESS THAN AN HOUR A MONTH WITH THIS BUSINESS. NONE OF WHICH OCCURS DURING NORMAL US FINANCIAL MARKET TRADING HOURS.
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