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Eric Francis Geary

Waverly Advisors, LLC

Birmingham, AL

Zionsville, IN

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-10-01
  • IN RA
    APPROVED
    Since 2024-10-01

Branch Locations

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

56 N Main Street, Zionsville, IN 46077 • 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
Column Capital Wealth Management Indianapolis IN 11/2015 02/2022
Centerpoint Wealth Management, Llc Zionsville IN 02/2022 12/2024
Waverly Advisors, Llc Zionsville IN 09/2024 Present
  • 11/2015 → 02/2022
    Column Capital Wealth Management
    Indianapolis, IN
  • 02/2022 → 12/2024
    Centerpoint Wealth Management, Llc
    Zionsville, IN
  • 09/2024 → Present
    Waverly Advisors, Llc
    Zionsville, IN
Previous Registrations
  • 2022-03-25 → 2024-12-16
    Centerpoint Wealth Management, Llc
    Zionsville, IN
  • 2016-08-18 → 2022-02-15
    Column Capital Advisors, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-18
  • S65 Uniform Investment Adviser Law Examination
    2016-08-18
Other Names
  • Eric Francis Greary

View on SEC IAPD

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