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Clayton Michael Reynolds

Waverly Advisors, LLC

Birmingham, AL

Cincinnati, OH

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-10-22
  • OH RA
    APPROVED
    Since 2024-10-22

Branch Locations

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

4420 Cooper Road, Cincinnati, OH 45242 • 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
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
  • 05/2016 → 12/2016
    Mwa Financial Services Ince
    Rock Island, IL
  • 05/2016 → 12/2016
    Modern Woodmen Of America
    Rock Island, IL
  • 12/2016 → 12/2017
    Raymond James & Associates
    Blue Ash, OH
  • 01/2018 → 12/2024
    9258 Wealth Management, Llc
    Blue Ash, OH
  • 10/2024 → Present
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-29
  • S66 Uniform Combined State Law Examination
    2012-11-29

View on SEC IAPD

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