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Nevan Piyush Patel

Waverly Advisors, LLC

Atlanta, GA

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
GA RA APPROVED 2024-09-16
  • GA RA
    APPROVED
    Since 2024-09-16

Branch Locations

3300 Riverwood Parkway Suite 1075, Atlanta, GA 30339 • 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
Waverly Advisors, Llc Atlanta GA 07/2024 Present
Bennett Thrasher Atlanta GA 06/2023 08/2023
Maileg Usa Alpharetta GA 06/2020 01/2023
University Of South Carolina, Columbia Columbia SC 08/2020 05/2024
Alan C. Pope High School Marietta GA 08/2016 05/2020
  • 07/2024 → Present
    Waverly Advisors, Llc
    Atlanta, GA
  • 06/2023 → 08/2023
    Bennett Thrasher
    Atlanta, GA
  • 06/2020 → 01/2023
    Maileg Usa
    Alpharetta, GA
  • 08/2020 → 05/2024
    University Of South Carolina, Columbia
    Columbia, SC
  • 08/2016 → 05/2020
    Alan C. Pope High School
    Marietta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26
Other Names
  • Nevan Patel

View on SEC IAPD

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