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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-11
IN RA APPROVED 2024-01-11
  • IL RA
    APPROVED
    Since 2024-01-11
  • IN RA
    APPROVED
    Since 2024-01-11

Branch Locations

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

101 E. 90Th Drive Suite A, Merrillville, IN 46410 • 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
Strategiq Financial Group, Llc Merrillville IN 01/2021 03/2024
Centier Bank Merrillville IN 05/2019 08/2020
Full Time Education (College) West Lafayette IN 01/2017 12/2020
Crown Point Community School Corporation Crown Point IN 08/2016 11/2016
Waverly Advisors, Llc Merrillville IN 01/2024 Present
  • 01/2021 → 03/2024
    Strategiq Financial Group, Llc
    Merrillville, IN
  • 05/2019 → 08/2020
    Centier Bank
    Merrillville, IN
  • 01/2017 → 12/2020
    Full Time Education (College)
    West Lafayette, IN
  • 08/2016 → 11/2016
    Crown Point Community School Corporation
    Crown Point, IN
  • 01/2024 → Present
    Merrillville, IN
Previous Registrations
  • 2021-09-14 → 2024-03-23
    Strategiq Financial Group, Llc
    Merrillville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-14
  • S65 Uniform Investment Adviser Law Examination
    2021-09-14

View on SEC IAPD

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