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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-10 |
| IN | RA | APPROVED | 2024-01-10 |
| MI | RA | APPROVED | 2024-01-10 |
| PA | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2024-01-10 |
Branch Locations
700 Commerce Drive Suite 500, Oak Brook, IL 60523 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategiq Financial Group, Llc | Merrillville | IN | 10/2008 | 03/2024 |
| Waverly Advisors, Llc | Oak Brook | IL | 01/2024 | Present |
1) IQ Companies, LLC; Not Investment Related; 101 E 90th Drive, Merrillville, IN 46410; Holding Company; Member; 2016, 0 Hours Per Month; 0 Hours During Trading 2) WAAM TOPCO, LLC; Not Investment Related; 600 University Park Place, Suite 501 Birmingham, AL 35209; Holding Company; Member; 2024, 0 Hours Per Month; 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-14 |
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