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Inactive

Kashish Meghani

Waverly Advisors, LLC

Merrillville, IN

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-11
IN RA APPROVED 2024-01-11
  • IL RA
    APPROVED
    Since 2024-01-11
  • IN RA
    APPROVED
    Since 2024-01-11

Branch Locations

101 East 90Th Drive Suite A, Merrillville, IN 46410 • 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
OrganizationCityStateFromTo
Strategiq Financial Group, Llc Merrillville IN 08/2021 03/2024
Northern Illinois University Dekalb IL 08/2019 05/2021
Savant Wealth Management Rockford IL 11/2020 05/2021
First Secure Community Bank Aurora IL 07/2020 08/2020
Northern Illinois University Dekalb IL 08/2019 12/2020
Kdl & Co. Surat, Gj 07/2018 03/2019
M Bhutra & Associates Surat, Gj 01/2018 06/2018
Veer Narmad South Gujarat University Surat, Gj 07/2015 03/2018
Unemployed Surat, Gj 04/2019 08/2019
Waverly Advisors, Llc Merrillville IN 01/2024 Present
  • 08/2021 → 03/2024
    Strategiq Financial Group, Llc
    Merrillville, IN
  • 08/2019 → 05/2021
    Northern Illinois University
    Dekalb, IL
  • 11/2020 → 05/2021
    Savant Wealth Management
    Rockford, IL
  • 07/2020 → 08/2020
    First Secure Community Bank
    Aurora, IL
  • 08/2019 → 12/2020
    Northern Illinois University
    Dekalb, IL
  • 07/2018 → 03/2019
    Kdl & Co.
    Surat, Gj
  • 01/2018 → 06/2018
    M Bhutra & Associates
    Surat, Gj
  • 07/2015 → 03/2018
    Veer Narmad South Gujarat University
    Surat, Gj
  • 04/2019 → 08/2019
    Unemployed
    Surat, Gj
  • 01/2024 → Present
    Waverly Advisors, Llc
    Merrillville, IN
Previous Registrations
  • 2021-11-01 → 2024-03-29
    Strategiq Financial Group, Llc
    Merrillville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-30
  • S65 Uniform Investment Adviser Law Examination
    2021-10-30

View on SEC IAPD

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Other Investors

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ALEXANDER A KOLEFF
JOHN J BRECKENRIDGE
Scott T Ribordy
DIANA K NYMAN
PAUL ALLAN SHOOK
Jeff Johnson
MICHELLE L RACHFORD

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MERRILLVILLE, IN
GLOBAL ASSETS ADVISORY, LLC · MERRILLVILLE, IN
GEHRIG CAPITAL MANAGEMENT, INC. · MERRILLVILLE, IN
VALIC FINANCIAL ADVISORS, INC. · MERRILLVILLE, IN
COMMONWEALTH FINANCIAL NETWORK · Merrillville, IN
OSAIC WEALTH, INC. · MERRILLVILLE, IN
KOVACK ADVISORS, INC. · Merrillville, IN
CETERA INVESTMENT ADVISERS LLC · MERRILLVILLE, IN

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