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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-14 |
Branch Locations
6856 Loop Rd, Dayton, OH 45459 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Miamisburg | OH | 10/2015 | 02/2022 |
| Buckingham Advisors | Dayton | OH | 06/2022 | 03/2025 |
| Unemployed | Beavercreek | OH | 02/2022 | 06/2022 |
| Waverly Advisors | Dayton | OH | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-11 |
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