Harve Eugene Menkens

Current Employers

Waverly Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-10-23

WA RA
APPROVED

Since 2025-10-23

Branch Locations

450 Alaskan Way S, Seattle, WA 98104 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Bellevue	WA	11/2011	10/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bellevue	WA	10/2016	12/2017
Bank Of America, N.A.	Bellevue	WA	10/2016	12/2017
Pacific Portfolio Consulting, Llc	Seattle	WA	12/2017	09/2025
Waverly Advisors, Llc	Birmingham	AL	09/2025	Present

11/2011 → 10/2016

Morgan Stanley Smith Barney

Bellevue, WA
10/2016 → 12/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bellevue, WA
10/2016 → 12/2017

Bank Of America, N.A.

Bellevue, WA
12/2017 → 09/2025

Pacific Portfolio Consulting, Llc

Seattle, WA
09/2025 → Present

Waverly Advisors, Llc

Birmingham, AL

Previous Registrations

2018-02-02 → 2025-12-23

Pacific Portfolio Consulting, Llc

Seattle, WA
2016-10-07 → 2018-01-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bellevue, WA
2012-03-20 → 2016-10-21

Morgan Stanley

Bellevue, WA

Other Businesses

MID-MOUNTAIN MATERIALS, INC.- 2835 82ND AVE. SE MERCER ISLAND, WA- 1 HOUR DURING TRADING HOURS, 1 HOUR OUTSIDE BUSINESS HOURS- DIRECTOR, OVERSEE EXECUTIVE MANAGEMENT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-03-19

S66 Uniform Combined State Law Examination

2012-03-19

View on SEC IAPD