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Melissa Lynn Mueller

Waverly Advisors, LLC

Dayton, OH

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-08
  • OH RA
    APPROVED
    Since 2024-11-08

Branch Locations

6856 Loop Rd., Dayton, OH 45459 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • 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
2 Cups Coffee And Bakery Llc Miamisburg OH 07/2012 Present
Cavu Group Lebanon OH 04/2021 11/2021
Buckingham Advisors Dayton OH 05/2022 03/2025
Waverly Advisors, Llc Dayton OH 11/2024 Present
  • 07/2012 → Present
    2 Cups Coffee And Bakery Llc
    Miamisburg, OH
  • 04/2021 → 11/2021
    Cavu Group
    Lebanon, OH
  • 05/2022 → 03/2025
    Buckingham Advisors
    Dayton, OH
  • 11/2024 → Present
    Waverly Advisors, Llc
    Dayton, OH
Previous Registrations
  • 2022-09-01 → 2025-03-17
    Buckingham Capital Management, Inc.
    Dayton, OH
  • 2022-09-01 → 2025-03-06
    Buckingham Financial Group, Inc.
    Dayton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-23
  • S65 Uniform Investment Adviser Law Examination
    2022-08-23
Other Names
  • Melissa L. Gossard
  • Melissa L Gossard
  • Melissa Lynn Gossard

View on SEC IAPD

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FIDUCIARY WEALTH GROUP, LLC

Other Investors

KARL N BORGERSEN
JEFFREY ROBERT HUBER
MICHAEL JOSEPH MARTENS
JONATHAN MICHAEL RICHARD
BEN HOWARD FELDMEYER
Austin Phillip Barnard
DAVID ROBERT HOLTZ
PHILIP VINCENT GALLAGHER

Other Offices

TRANSAMERICA FINANCIAL ADVISORS, LLC · Dayton, OH
ONESEVEN · DAYTON, OH
OSAIC WEALTH, INC. · CENTERVILLE, OH
LPL FINANCIAL LLC · CENTERVILLE, OH
IME FINANCIAL, LLC · KETTERING, OH
CETERA INVESTMENT ADVISERS LLC · Kettering, OH
HARBOUR INVESTMENTS, INC. · KETTERING, OH
OSAIC WEALTH, INC. · CENTERVILLE, OH

More in Dayton, OH

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