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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-08 |
| IN | RA | APPROVED | 2024-02-05 |
| IL | RA | APPROVED | 2024-01-18 |
Branch Locations
101 East 90Th Drive Suite A, Merrillville, IN 46410 • 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 |
|---|---|---|---|---|
| Hd Vest Investment Services | Frankfort | IL | 09/2015 | 12/2017 |
| Hd Vest Insurance Agency, Inc | Irving | TX | 09/2015 | 12/2017 |
| Hd Vest Insurance Agency | Irving | TX | 03/2016 | 12/2017 |
| Keys To Life Llc | Crown Point | IN | 05/2017 | Present |
| Strategiq Financial Group, Llc | Merrillville | IN | 12/2017 | 03/2024 |
| Waverly Advisors, Llc | Merrillville | IN | 01/2024 | Present |
1) Keys to Life, LLC; not investment related; 9800 Connecticut Dr., Crown Point, IN 46307; public speaking; Partner/General Partner; 05/2017; 20 hours per month; 5 hours during trading; manage speaking events/public speaking 2) WAAM TOPCO, LLC; Not Investment Related; 600 University Park Place, Suite 501 Birmingham, AL 35209; Holding Company; Member; 2024, 0 Hours Per Month; 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-14 |
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