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Inactive

Ketulkumar Jatinbhai Trivedi

Waverly Advisors, LLC

Birmingham, AL

Seattle, WA

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-10-22
  • WA RA
    APPROVED
    Since 2025-10-22

Branch Locations

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

450 Alaskan Way S, Seattle, WA 98104 • 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
D.A. Davidson & Co. Seattle WA 04/2020 08/2023
Unemployed Woburn MA 12/2019 04/2020
Rbc Royal Bank Regina 02/2017 11/2019
Cibc Bank Regina 06/2016 02/2017
Pacific Portfolio Consulting, Llc Seattle WA 08/2023 09/2025
Waverly Advisors, Llc Birmingham AL 09/2025 Present
  • 04/2020 → 08/2023
    D.A. Davidson & Co.
    Seattle, WA
  • 12/2019 → 04/2020
    Unemployed
    Woburn, MA
  • 02/2017 → 11/2019
    Rbc Royal Bank
    Regina
  • 06/2016 → 02/2017
    Cibc Bank
    Regina
  • 08/2023 → 09/2025
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 09/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2023-09-08 → 2025-12-23
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 2021-11-17 → 2024-02-01
    D.A. Davidson & Co.
    Bozeman, MT
    Bozeman, MT
    Seattle, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-06-06
  • S63 Uniform Securities Agent State Law Examination
    2022-06-06
Designations

View on SEC IAPD

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