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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-05 |
Branch Locations
101 Monroe Street Ne, Huntsville, AL 35801 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Warren Averett, Llc | Birmingham | AL | 01/2014 | 01/2020 |
| The Welch Group, Llc | Birmingham | AL | 01/2020 | 10/2025 |
| Homemaker | Madison | AL | 10/2025 | 01/2026 |
| Waverly Advisors, Llc | Birmingham | AL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-10 |
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