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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-03 |
Branch Locations
2150 Park Drive, Charlotte, NC 28204 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg | Charlotte | NC | 09/2014 | 06/2019 |
| Mcshane Partners | Charlotte | NC | 06/2019 | Present |
| Waverly Advisors, Llc | Charlotte | NC | 04/2024 | Present |
WINDSOR PARTNERS, LLC; NOT INVESTMENT-RELATED; 7018 WHEELER ROAD, RICHMOND, VA 23229; CONSULTING ON FINANCIAL MATTERS; PRESIDENT; FEBRUARY 2024; 10 HOURS PER MONTH; 5 HOURS PER MONTH DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-01 |
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