Best Investors Account Sign in
Claim This Profile
Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-04-22
  • GA RA
    APPROVED
    Since 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

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
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
  • 10/2011 → 03/2019
    Edward Jones
    Peachtree City, GA
  • 03/2019 → 05/2024
    Derbend Asset Management
    Peachtree City, GA
  • 05/2024 → Present
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-20
  • S65 Uniform Investment Adviser Law Examination
    2026-04-20

View on SEC IAPD

More in Birmingham, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor