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Clarissa Ann Warner

Waverly Advisors, LLC

Hamilton, 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 2024-10-22
  • OH RA
    APPROVED
    Since 2024-10-22

Branch Locations

1502 University Blvd Unit D, Hamilton, OH 45011 • 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
9258 Wealth Management Blue Ash OH 01/2020 12/2024
National Retirement Consuttants Hamilton OH 08/2007 12/2019
Waverly Advisors, Llc Hamilton OH 10/2024 Present
  • 01/2020 → 12/2024
    9258 Wealth Management
    Blue Ash, OH
  • 08/2007 → 12/2019
    National Retirement Consuttants
    Hamilton, OH
  • 10/2024 → Present
    Waverly Advisors, Llc
    Hamilton, OH
Previous Registrations
  • 2021-09-16 → 2024-12-02
    9258 Wealth Management, Llc
    Hamilton, OH
Other Businesses

Jazzercise Inc. - Instructor- Not investment related, not during trading hours.

Designations
Other Names
  • Clarissa Ann Hacker
  • Clarissa Ann Lichliter

View on SEC IAPD

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