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David Mckown Foreman

Waverly Advisors, LLC

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
AL RA APPROVED 2008-01-30
  • AL RA
    APPROVED
    Since 2008-01-30

Branch Locations

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
Warren Averett Asset Management, Llc Birmingham AL 05/2007 01/2022
Waverly Advisors, Llc Birmingham AL 01/2022 Present
  • 05/2007 → 01/2022
    Warren Averett Asset Management, Llc
    Birmingham, AL
  • 01/2022 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-05
  • S66 Uniform Combined State Law Examination
    2007-10-05
Designations

View on SEC IAPD

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