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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-09-09 |
| GA | RA | APPROVED | 2024-06-24 |
| FL | RA | APPROVED | 2024-06-21 |
Branch Locations
525 Clubhouse Drive, Peachtree City, GA 30269 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2013 | 03/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2019 | 11/2019 |
| Dam2019, Llc Dba Derbend Asset Management | Peachtree City | GA | 03/2019 | 08/2024 |
| The Chustz Law Firm | Peachtree City | GA | 03/2019 | Present |
| Waverly Advisors, Llc | Peachtree City | GA | 05/2024 | Present |
1) Club Corp. Not Investment Related. Peachtree City, GA 30269. Board of Governors. Board Member. 03/2015. 0 Hrs/Mo. Act as Membership Representative to Advise Club Management in Way to Improve Club Experience. 2) Fayette County Chamber of Commerce. Not Investment Related. Fayetteville, GA. Board Member. Board Member. 01/2018. 0 Hrs/Mo. Guide Mission of the Chambers Community Efforts. 3) The Chustz Law Firm. Not Investment Related. 1125 Commerce Drive, Suite 300, Peachtree City, GA 30269. Legal Services. Partner. 03/2019. 10 Hrs/Mo; All During Trading Hours. Legal Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-08 |
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