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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-12-15
  • WA RA
    APPROVED
    Since 2025-12-15

Branch Locations

450 Alaskan Way S Suite 500, Seattle, WA 98104 • 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
Lockton Retirement Services Dallas TX 10/2018 06/2020
Jimmy Johns Farmer's Branch TX 09/2018 10/2018
Rc Booting Rexburg ID 03/2018 07/2018
Artco Rexbrug ID 11/2016 12/2016
Ft Worth Brain And Spince Institute Ft Worth TX 04/2015 09/2017
Student Rexbrug ID 09/2017 01/2018
Research And Business Development Center (Rbdc) Rexbrug ID 01/2018 04/2018
The Retirement Solution Inc. Redmond WA 06/2020 09/2022
Cetera Wealth Services, Llc El Segundo CA 09/2022 11/2025
Cetera Advisors Llc Greenwood Village CO 09/2022 11/2025
Cetera Financial Specialists Llc Schaumburg IL 09/2022 11/2025
Cetera Investment Services Llc St Cloud MN 09/2022 11/2025
Cetera Investment Advisers Llc Schaumburg IL 06/2023 11/2025
Waverly Advisors, Llc Birmingham AL 12/2025 Present
  • 10/2018 → 06/2020
    Lockton Retirement Services
    Dallas, TX
  • 09/2018 → 10/2018
    Jimmy Johns
    Farmer's Branch, TX
  • 03/2018 → 07/2018
    Rc Booting
    Rexburg, ID
  • 11/2016 → 12/2016
    Artco
    Rexbrug, ID
  • 04/2015 → 09/2017
    Ft Worth Brain And Spince Institute
    Ft Worth, TX
  • 09/2017 → 01/2018
    Student
    Rexbrug, ID
  • 01/2018 → 04/2018
    Research And Business Development Center (Rbdc)
    Rexbrug, ID
  • 06/2020 → 09/2022
    The Retirement Solution Inc.
    Redmond, WA
  • 09/2022 → 11/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2022 → 11/2025
    Cetera Advisors Llc
    Greenwood Village, CO
  • 09/2022 → 11/2025
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 09/2022 → 11/2025
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2023 → 11/2025
    Schaumburg, IL
  • 12/2025 → Present
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-08
S65 Uniform Investment Adviser Law Examination 2019-11-04
  • S63 Uniform Securities Agent State Law Examination
    2023-06-08
  • S65 Uniform Investment Adviser Law Examination
    2019-11-04
Other Names
  • Bryan Alan Larsen

View on SEC IAPD

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