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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-12 |
Branch Locations
6856 Loop Rd., Dayton, OH 45459 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kay Jewelers | Centerville | OH | 07/2015 | 06/2017 |
| Fifth Third Bank | Middletown | OH | 07/2017 | 04/2022 |
| Fifth Third Securities | Franklin | OH | 07/2018 | 04/2022 |
| Buckingham Advisors | Dayton | OH | 04/2022 | 03/2025 |
| Waverly Advisors, Llc | Dayton | OH | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-17 |
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