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Michael O Hays

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 2025-07-23
  • OH RA
    APPROVED
    Since 2025-07-23

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
Buckingham & Company Dayton OH 05/2021 03/2025
The Motley Fool Dayton OH 03/2021 04/2021
Covenant Planning Centerville OH 08/2019 04/2021
Newcomer Funeral Home Kettering OH 11/2018 12/2018
Accel Schools/Montgomery Preparatory Academy Dayton OH 08/2018 07/2019
Accel Schools/Columbus Bilingual Academy Columbus OH 11/2017 07/2018
Management Training Corporation Jacksonville FL 01/2017 11/2017
Mathnasium Jacksonville FL 11/2016 12/2016
Unemployed Jacksonville FL 08/2016 01/2017
Waverly Advisors Dayton OH 11/2024 Present
  • 05/2021 → 03/2025
    Buckingham & Company
    Dayton, OH
  • 03/2021 → 04/2021
    The Motley Fool
    Dayton, OH
  • 08/2019 → 04/2021
    Covenant Planning
    Centerville, OH
  • 11/2018 → 12/2018
    Newcomer Funeral Home
    Kettering, OH
  • 08/2018 → 07/2019
    Accel Schools/Montgomery Preparatory Academy
    Dayton, OH
  • 11/2017 → 07/2018
    Accel Schools/Columbus Bilingual Academy
    Columbus, OH
  • 01/2017 → 11/2017
    Management Training Corporation
    Jacksonville, FL
  • 11/2016 → 12/2016
    Mathnasium
    Jacksonville, FL
  • 08/2016 → 01/2017
    Unemployed
    Jacksonville, FL
  • 11/2024 → Present
    Waverly Advisors
    Dayton, OH
Previous Registrations
  • 2021-06-21 → 2025-03-06
    Buckingham Financial Group, Inc.
    Dayton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-26
  • S65 Uniform Investment Adviser Law Examination
    2020-09-26
Designations

View on SEC IAPD

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JONATHAN MICHAEL RICHARD
BEN HOWARD FELDMEYER
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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

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