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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-02 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
3300 Riverwood Parkway Suite 1075, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bt Wealth Management, Llc | Atlanta | GA | 05/2016 | 07/2022 |
| Waverly Advisors, Llc | Birmingham | AL | 07/2022 | Present |
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