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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-05-07 |
Branch Locations
2700 Lake Villa Dr Suite 200, Metairie, LA 70002 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Metairie | LA | 09/2006 | 07/2020 |
| Truwealth Advisors, Llc | Metairie | LA | 07/2020 | 04/2026 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2020 | 04/2022 |
| Waverly Advisors, Llc | Birmingham | AL | 04/2026 | Present |
1) ACFauch, LLC; Investment Related; See current residential address; Pass through entity; Owner; Start 7/2020; 1hrs/mo, not during trading hours; Passthrough entity only for tax purposes./// 2) Faucheux Marine, LLC; Not investment related; See current residential address; company leases out heavy equipment for use in Marine Services; Member and Owner; Start 02/2025; 10-hrs outside trading hours; 0-hrs during trading hours; owner,responsible for all operations./// 3) Faucheux International LLC: Not investment related; See current residential address; Consulting with the charter company regarding bookings, maintenance, repairs, safety inspection,etc.; Member and Owner; Start 01/2026; 10-hrs outside trading hours; owner, responsible for operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-07 |
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