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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-24 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
350 Leavell Cir., Montgomery, AL 36117 • United States
350 Leavell Circle, Montgomery, AL 36117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2016-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Montgomery | AL | 11/2009 | 07/2026 |
| Mcdonald Financial Services Llc(Fka:MCdonald&Hagen Wealth Mgmt.) | Montgomery | AL | 07/2016 | 06/2021 |
| Mcdonald Financial Services, Llc (Dba: Invista Advisors) | Montgomery | AL | 04/2020 | 10/2020 |
| Invista Advisors | Montgomery | AL | 06/2021 | Present |
| Waverly Advisors, Llc | Birmingham | AL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-01 |
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