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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-11 |
Branch Locations
707 Lake Cook Road Suite 109, Deerfield, IL 60015 • 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 |
|---|---|---|---|---|
| Green Business Law, Llc | Portland | OR | 12/2013 | 11/2016 |
| Public Defender Of Marion County, Inc. | Salem | OR | 03/2017 | 07/2020 |
| Personal Financial Planning, Inc. | Deerfield | IL | 07/2020 | 12/2021 |
| Unemployed | Salem | OR | 11/2016 | 03/2017 |
| Strategiq Financial Group, Llc | Deerfield | IL | 12/2021 | 03/2024 |
| Waverly Advisors, Llc | Deerfield | IL | 01/2024 | Present |
1) StrategIQ Tax and Business Services, LLC, Not Investment Related; 101 E 90th Drive, Merrillville, IN 46410; Entity; Tax Return Preparation; 2021; 10 Hours Per Month; 10 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-20 |
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