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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-10-26 |
Branch Locations
101 Monroe St Ne, Huntsville, AL 35801 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Boeing Company | Huntsville | AL | 01/2013 | 01/2019 |
| Warren Averett Asset Management, Llc | Huntsville | AL | 01/2019 | 01/2022 |
| Waverly Advisors, Llc | Huntsville | AL | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-24 |
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