Best Investors Account Sign in
Inactive

Robert Maurice Simon

Waverly Advisors, LLC

Jacksonville, FL

Birmingham, AL

Claim This Profile
Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-10
TX RA APPROVED 2024-08-06
  • FL RA
    APPROVED
    Since 2024-08-10
  • TX RA
    APPROVED
    Since 2024-08-06

Branch Locations

5210 Belfort Rd Suite 135, Jacksonville, FL 32256 • 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
River Capital Advisors, L.C. Jacksonville FL 05/2011 12/2019
River Capital Advisors, L.C. Jacksonville FL 01/2020 12/2022
River Capital Advisors, Lc Jacksonville FL 01/2023 12/2024
Waverly Advisors, Llc Jacksonville FL 07/2024 Present
  • 05/2011 → 12/2019
    River Capital Advisors, L.C.
    Jacksonville, FL
  • 01/2020 → 12/2022
    River Capital Advisors, L.C.
    Jacksonville, FL
  • 01/2023 → 12/2024
    River Capital Advisors, Lc
    Jacksonville, FL
  • 07/2024 → Present
    Waverly Advisors, Llc
    Jacksonville, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-18
  • S65 Uniform Investment Adviser Law Examination
    2007-07-18
Designations

View on SEC IAPD

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor