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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-08 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
212 E Highland Drive Suite 201, Lakeland, FL 33813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wall Advisors, Inc. | Lakeland | FL | 03/2016 | 03/2023 |
| Waverly Advisors, Llc | Lakeland | FL | 12/2022 | Present |
McGarvey Financial, Inc. - Not investment-related - 1804 Sterling Drive, Lakeland, FL 33813 - Formed for tax purposes only - President and 100% owner - Start date 01/31/2017 - 0 hours per month Alpha Cap International, LLC - Not investment-related - 1804 Sterling Drive, Lakeland, FL 33813 - Online Amazon retailer, spouse's business - Vice President - Start date 04/10/2021 - 0 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-01 |
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