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Garrett Bradley Ulmer

Waverly Advisors, LLC

Metairie, LA

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-05-08
  • LA RA
    APPROVED
    Since 2026-05-08

Branch Locations

2700 Lake Villa Dr Suite 200, Metairie, LA 70002 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • 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
Fresenius Medical Care Metairie LA 09/2012 09/2016
Ameriprise Financial Services, Inc. Metairie LA 09/2016 07/2020
Truwealth Advisors, Llc Metairie LA 03/2022 04/2026
Purshe Kaplan Sterling Investments, Inc. Albany NY 07/2020 04/2022
Truwealth Advisors, Llc Metairie LA 07/2020 03/2022
Waverly Advisors, Llc Birmingham AL 04/2026 Present
  • 09/2012 → 09/2016
    Fresenius Medical Care
    Metairie, LA
  • 09/2016 → 07/2020
    Ameriprise Financial Services, Inc.
    Metairie, LA
  • 03/2022 → 04/2026
    Truwealth Advisors, Llc
    Metairie, LA
  • 07/2020 → 04/2022
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 07/2020 → 03/2022
    Truwealth Advisors, Llc
    Metairie, LA
  • 04/2026 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-31
  • S66 Uniform Combined State Law Examination
    2018-08-31
Designations
Other Names
  • Garrett Ulmer

View on SEC IAPD

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