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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Mwa Financial Services Ince | Rock Island | IL | 05/2016 | 12/2016 |
| Modern Woodmen Of America | Rock Island | IL | 05/2016 | 12/2016 |
| Raymond James & Associates | Blue Ash | OH | 12/2016 | 12/2017 |
| 9258 Wealth Management, Llc | Blue Ash | OH | 01/2018 | 12/2024 |
| Waverly Advisors, Llc | Cincinnati | OH | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-29 |
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