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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-10
  • FL RA
    APPROVED
    Since 2023-02-10

Branch Locations

212 E Highland Drive, Suite 201, Lakeland, FL 33813 • 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
Wall Foss P.A. (Name Chnaged To Wall Foss Advisors, Inc.) Lakeland FL 09/1997 12/2022
Wall Foss Advisors, Inc. (Name Changed To Wall Advisors Inc) Lakeland FL 11/2013 03/2023
Waverly Advisors, Llc Lakeland FL 12/2022 Present
  • 09/1997 → 12/2022
    Wall Foss P.A. (Name Chnaged To Wall Foss Advisors, Inc.)
    Lakeland, FL
  • 11/2013 → 03/2023
    Wall Foss Advisors, Inc. (Name Changed To Wall Advisors Inc)
    Lakeland, FL
  • 12/2022 → Present
    Lakeland, FL
Previous Registrations
  • 1998-08-11 → 2023-03-10
    Wall Advisors, Inc.
    Lakeland, FL
    Lakeland, FL
    Lakeland, FL
Other Businesses

Mr. Wall III is the Managing Member with 70% Ownership of WALL TITUS, LLC, a CPA Firm located at 212 E Highland Drive, Suite 201 Lakeland, FL 33813. Wall Titus, LLC PROVIDES THE FOLLOWING SERVICES: TAX SERVICES, ACCOUNTING SERVICES, BUSINESS ADVISORY SERVICES, and MERGERS AND ACQUISITIONS. MR. WALL HAS 73% OWNERSHIP IN WFT, LLC (COMMERCIAL PROPERTY/BUILDING), IT IS INVESTMENT-RELATED, 212 E HIGHLAND DR, SUITE 201, LAKELAND, FL 33811, REAL ESTATE, PARTNER, 2009, 1HOURS/MONTH, 1 HOUR DURING TRADING, MANAGES BUSINESS; 50% OWNERSHIP IN CAPITAL ACCESS PARTNERS, LLC (CORPORATE M & A CONSULTING), 212 E HIGHLAND DR, SUITE 201, LAKELAND, FL 33811, IT IS NOT INVESTMENT-RELATED, BUSINESS BROKERAGE, PARTNER, 2019, 0 HOURS/MONTH, 0 HOURS DURING TRADING, PASSIVE PARTNER. 50% OWNERSHIP IN CAPITAL ACCESS GROUP, INC. (CORPORATE INTERMEDIARY SERVICES), 212 E HIGHLAND DR, SUITE 201, LAKELAND, FL 33811, PARTNER, 2009, BROKERAGE BUSINESS, IT IS NOT INVESTMENT-RELATED, 0 HOURS/MONTH, 0 HOURS DURING TRADING, NO DUTIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-08
  • S65 Uniform Investment Adviser Law Examination
    1998-05-08
Designations
Other Names
  • Hosler Wall

View on SEC IAPD

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