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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-24 |
Branch Locations
5342 Clark Road #3260, Sarasota, FL 34233 • 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 |
|---|---|---|---|---|
| Fiduciary Wealth Advisors, Llc | Sarasota | FL | 03/2014 | 07/2025 |
| Waverly Advisors, Llc | Sarasota | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-31 |
| S66 | Uniform Combined State Law Examination | 2008-02-26 |
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