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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-15 |
| IL | RA | APPROVED | 2024-01-11 |
| IN | RA | APPROVED | 2024-01-11 |
| MI | RA | APPROVED | 2024-01-11 |
| PA | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
101 East 90Th Drive Suite A, Merrillville, IN 46410 • 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. | Merrillville | IN | 10/2007 | 12/2016 |
| Waverly Advisors, Llc | Merrillville | IN | 01/2024 | Present |
1) IQ Companies, LLC; Member; 2014; Entity owns StrategIQ Financial Group, LLC 2) DREAM VACATION RENTALS, LLC - OWNER OF VACATION HOME RENTAL PROPERTY. 3) PORTER TOWNSHIP SCHOOL CORPORATION - NOT INVESTMENT RELATED - 248 S 500 W, VALPARAISO IN 46385 - VOLUNTEER BASEBALL COACH - SINCE 3/2021 - UP TO 10 HOURS/MONTH DEVOTED TO THIS BUSINESS, 0 HOURS DURING SECURITIES TRADING HOURS DEVOTED TO THIS BUSINESS. 4) 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 | 1994-03-11 |
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