Inactive

Emily M Cozad

Waverly Advisors, LLC

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Current Employers

Waverly Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-11-13

OH RA
APPROVED

Since 2024-11-13

Branch Locations

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

6856 Loop Rd., Dayton, OH 45459 • 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

Organization	City	State	From	To
Buckingham & Company	Dayton	OH	05/2019	03/2025
Buckingham & Company	Dayton	OH	10/2018	05/2019
Wright State University	Dayton	OH	08/2016	05/2019
Culvers	Sidney	OH	03/2014	12/2018
Wright Patterson Air Force Base B	Fairborn	OH	05/2018	08/2018
Self Employed	Fairborn	OH	03/2017	02/2018
Waverly Advisors, Llc	Dayton	OH	11/2024	Present

05/2019 → 03/2025

Buckingham & Company

Dayton, OH
10/2018 → 05/2019

Buckingham & Company

Dayton, OH
08/2016 → 05/2019

Wright State University

Dayton, OH
03/2014 → 12/2018

Culvers

Sidney, OH
05/2018 → 08/2018

Wright Patterson Air Force Base B

Fairborn, OH
03/2017 → 02/2018

Self Employed

Fairborn, OH
11/2024 → Present

Waverly Advisors, Llc

Dayton, OH

Previous Registrations

2021-05-06 → 2025-03-17

Buckingham Capital Management, Inc.

Dayton, OH
2021-05-06 → 2025-03-06

Buckingham Financial Group, Inc.

Dayton, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-05-06

S65 Uniform Investment Adviser Law Examination

2021-05-06

View on SEC IAPD

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