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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-02 |
Branch Locations
707 Lake Cook Road Suite 109, Deerfield, IL 60015 • 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 |
|---|---|---|---|---|
| Waverly Advisors, Llc | Birmingham | AL | 03/2026 | Present |
| Positive Equity | Zagreb | 06/2024 | 07/2024 | |
| B&C Enterprises | Lincolnshire | IL | 06/2023 | 08/2023 |
| Carefree Boat Club | Chicago | IL | 05/2021 | 08/2021 |
| University Of Miami | Coral Gables | FL | 01/2022 | 12/2025 |
| Lake Forest Academy | Lake Forest | IL | 09/2017 | 05/2021 |
| Unemployed | Lake Forest | IL | 01/2026 | 03/2026 |
| Unemployed | Lake Forest | IL | 05/2021 | 12/2021 |
| Lake Bluff Middle School | Lake Bluff | IL | 01/2016 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
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