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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-09 |
| IN | RA | APPROVED | 2024-01-09 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
101 E. 90Th Drive Suite A, Merrillville, IN 46410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Illinois At Chicago | Chicago | IL | 08/2016 | 05/2017 |
| Lincoln Land Community College | Springfield | IL | 05/2017 | 08/2017 |
| Sam's Club | Springfield | IL | 05/2017 | 08/2017 |
| University Of Illinois At Urbana-Champaign | Urbana | IL | 08/2017 | 05/2020 |
| University Of Illinois Bookstore | Champaign | IL | 12/2018 | 01/2019 |
| University Of Illinois Foundation | Champaign | IL | 01/2019 | 09/2019 |
| Sterling Wealth Management | Champaign | IL | 05/2019 | 05/2020 |
| Strategiq Financial Group, Llc | Merrillville | IN | 06/2020 | 03/2024 |
| Waverly Advisors, Llc | Merrillville | IN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-14 |
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