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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-07
  • MA RA
    APPROVED
    Since 2025-11-07

Branch Locations

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

1095 Main Street (Route 6A), West Barnstable, MA 02668 • 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
Bridge Creek Capital Management Llc West Barnstable MA 04/2007 10/2025
Waverly Advisors, Llc Birmingham AL 10/2025 Present
  • 04/2007 → 10/2025
    Bridge Creek Capital Management Llc
    West Barnstable, MA
  • 10/2025 → Present
    Birmingham, AL
Previous Registrations
  • 2007-07-11 → 2025-12-09
    Bridge Creek Capital Management Llc
    West Barnstable, MA
Other Businesses

MYERS FAMILY REAL ESTATE LLC. INVESTS IN INDIVIDUAL COMMERCIAL REAL ESTATE PROPERTIES. PO BOX 2003, COTUIT, MA 02635. COMMERCIAL REAL ESTATE INVESTMENT. PART OWNER AND PARTNER. 1987 TO PRESENT. DEVOTES ABOUT AN HOUR A MONTH TO THE BUSINESS, NONE OF WHICH IS DURING SECURITIES TRADING HOURS. COLLECTS AND DEPOSITS RENT; PAYS BILLS; TROUBLE SHOOTS; EVALUATES CURRENT AND NEW PROPERTIES OCCASIONALLY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-22
  • S65 Uniform Investment Adviser Law Examination
    2007-02-22
Designations

View on SEC IAPD

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