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Tia Rosehill

Waverly Advisors, LLC

Boston, MA

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
MA RA APPROVED 2026-02-19
  • MA RA
    APPROVED
    Since 2026-02-19

Branch Locations

2011 Congress St. Suite 901, Boston, MA 02110 • 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
Aveo Group Sydney 02/2016 03/2017
Steel Peak Wealth Management Woodland Hills CA 05/2017 08/2019
Central Pacific Bank Honolulu HI 08/2019 01/2026
Lpl Financial Llc Honolulu HI 08/2019 01/2026
Waverly Advisors, Llc Birmingham AL 02/2026 Present
  • 02/2016 → 03/2017
    Aveo Group
    Sydney
  • 05/2017 → 08/2019
    Steel Peak Wealth Management
    Woodland Hills, CA
  • 08/2019 → 01/2026
    Central Pacific Bank
    Honolulu, HI
  • 08/2019 → 01/2026
    Lpl Financial Llc
    Honolulu, HI
  • 02/2026 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-14
  • S66 Uniform Combined State Law Examination
    2022-02-14
Designations

View on SEC IAPD

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