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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-22 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
525 Clubhouse Dr, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Peachtree City | GA | 10/2011 | 03/2019 |
| Derbend Asset Management | Peachtree City | GA | 03/2019 | 05/2024 |
| Waverly Advisors, Llc | Birmingham | AL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-20 |
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