Inactive

Michael Elliott Van Ness

Waverly Advisors, LLC

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Current Employers

Waverly Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-05-03

NC RA
APPROVED

Since 2024-05-03

Branch Locations

2150 Park Drive, Charlotte, NC 28204 • 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

Organization	City	State	From	To
Rinehart Wealth Management	Charlotte	NC	03/2010	Present
Waverly Advisors, Llc	Charlotte	NC	04/2024	Present

03/2010 → Present

Rinehart Wealth Management

Charlotte, NC
04/2024 → Present

Waverly Advisors, Llc

Charlotte, NC

Previous Registrations

2017-12-04 → 2024-12-19

Mcshane Partners

Charlotte, NC

Designations

Other Names

Michael Elliot Van Ness

View on SEC IAPD

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Other Investors

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC

MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC

MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

LPL FINANCIAL LLC · CHARLOTTE, NC

ARKADIOS WEALTH ADVISORS · Charlotte, NC

MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC

TLG ADVISORS, INC. · Charlotte, NC

LPL FINANCIAL LLC · CHARLOTTE, NC

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