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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-08 |
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