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Account
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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-30 |
| AL | RA | APPROVED | 2013-02-21 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
350 W Cedar Street Suite 401, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Warren Averett Asset Management, Llc | Pensacola | FL | 07/2012 | 01/2022 |
| Waverly Advisors, Llc | Pensacola | FL | 01/2022 | Present |
Florida State University 555 W. Pensacola Street, Tallahassee, FL 32306 Governmental Institution Adjunct Faculty for CFP Curriculum Start Date: 1/21/2016 Approximately 5 hours/month Update course content consistent with CFP Board policies and facilitate online course.
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