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Cooper Downs White

Waverly Advisors, LLC

Chicago, IL

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
IL RA APPROVED 2025-11-14
  • IL RA
    APPROVED
    Since 2025-11-14

Branch Locations

156 N. Jefferson Street Suite 300, Chicago, IL 60661 • 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
Promus Capital Chicago IL 06/2010 Present
Waverly Advisors, Llc Birmingham AL 11/2025 Present
  • 06/2010 → Present
    Promus Capital
    Chicago, IL
  • 11/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2011-05-12 → 2025-12-12
    Promus Capital, Llc
    Chicago, IL
Other Businesses

Advisory Committee Member: Apogem Real Asset Funds, Ridge Lake GP Stakes Fund, Kayne Anderson Direct Lending

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-20
  • S65 Uniform Investment Adviser Law Examination
    2011-01-20
Other Names
  • Cooper D White

View on SEC IAPD

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GUGGENHEIM INVESTMENTS · CHICAGO, IL
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