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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-12 |
| IL | RA | APPROVED | 2024-01-11 |
| IN | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
100 Executive Drive Suite A, Lafayette, IN 47905 • 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 |
|---|---|---|---|---|
| Strategiq Financial Group, Llc | Merrillville | IN | 08/2007 | 03/2024 |
| Sii Investments Inc | Lafayette | IN | 10/2007 | 12/2016 |
| Waverly Advisors, Llc | Lafayette | IN | 01/2024 | Present |
1. IQ Companies, LLC; Member; 2014; Entity owns StrategIQ Financial Group, LLC 2. J.T. Pechin Properties, LLC; Partner; 2021; Rental Real Estate 3. WAAM TOPCO, LLC; Not Investment Related; 600 University Park Place, Suite 501 Birmingham, AL 35209; Holding Company; Member; 2024, 0 Hours Per Month; 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-02-26 |
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