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Wesley Petersen Martin

Waverly Advisors, LLC

Jacksonville, FL

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
FL RA APPROVED 2024-08-19
  • FL RA
    APPROVED
    Since 2024-08-19

Branch Locations

5210 Belfort Rd Suite 135, Jacksonville, FL 32256 • 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
Fidelity Investments Jacksonville FL 01/2021 07/2022
Georgia Southern University Statesboro GA 08/2017 12/2020
Metter Highschool Metter GA 08/2013 05/2017
Durden Banking Company Inc Metter GA 06/2017 08/2019
Insta Cart Jacksonville FL 06/2020 07/2020
River Capital Advisors, Llc Jacksonville FL 03/2024 12/2024
River Capital Advisors, Llc Jacksonville FL 08/2022 03/2024
Waverly Advisors, Llc Jacksonville FL 07/2024 Present
  • 01/2021 → 07/2022
    Fidelity Investments
    Jacksonville, FL
  • 08/2017 → 12/2020
    Georgia Southern University
    Statesboro, GA
  • 08/2013 → 05/2017
    Metter Highschool
    Metter, GA
  • 06/2017 → 08/2019
    Durden Banking Company Inc
    Metter, GA
  • 06/2020 → 07/2020
    Insta Cart
    Jacksonville, FL
  • 03/2024 → 12/2024
    River Capital Advisors, Llc
    Jacksonville, FL
  • 08/2022 → 03/2024
    River Capital Advisors, Llc
    Jacksonville, FL
  • 07/2024 → Present
    Waverly Advisors, Llc
    Jacksonville, FL
Previous Registrations
  • 2024-06-11 → 2024-11-21
    River Capital Advisors, Lc
    Jacksonville, FL
  • 2021-07-09 → 2022-07-22
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-28
  • S66 Uniform Combined State Law Examination
    2021-05-28
Other Names
  • Wesley P Martin

View on SEC IAPD

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