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Inactive

Savannah Brooke Waffird

Wellth Advisory Services, LLC

Bowling Green, KY

Shorewood, IL

Springfield, TN

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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-01
TN RA APPROVED 2025-01-01
  • KY RA
    APPROVED
    Since 2025-01-01
  • TN RA
    APPROVED
    Since 2025-01-01

Branch Locations

Bowling Green, KY • United States

Shorewood, IL • United States

Springfield, TN • 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
Full Time Student Bowling Green KY 08/2019 07/2021
Applied Capital Llc Little Rock AR 07/2021 04/2022
Full Time Student Springfield TN 05/2011 08/2019
Global Retirement Partners, Llc San Rafael CA 04/2022 06/2024
Wellth Advisory Services, Llc Shorewood IL 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-29
  • S65 Uniform Investment Adviser Law Examination
    2021-10-29

View on SEC IAPD

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