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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

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

101 East 90Th Drive Suite A, Merrillville, IN 46410 • 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 07/2022 03/2024
Full Time Student Chicago IL 10/2012 05/2022
Anthony Marano Company Chicago IL 06/2016 09/2017
Foot Locker, Inc. Oak Lawn IL 11/2017 05/2019
University Housing Dining Services Urbana IL 08/2018 05/2022
Ups Chicago IL 06/2021 08/2021
Waverly Advisors, Llc Merrillville IN 01/2024 Present
  • 07/2022 → 03/2024
    Strategiq Financial Group, Llc
    Merrillville, IN
  • 10/2012 → 05/2022
    Full Time Student
    Chicago, IL
  • 06/2016 → 09/2017
    Anthony Marano Company
    Chicago, IL
  • 11/2017 → 05/2019
    Foot Locker, Inc.
    Oak Lawn, IL
  • 08/2018 → 05/2022
    University Housing Dining Services
    Urbana, IL
  • 06/2021 → 08/2021
    Ups
    Chicago, IL
  • 01/2024 → Present
    Merrillville, IN
Previous Registrations
  • 2022-12-16 → 2024-03-23
    Strategiq Financial Group, Llc
    Merrillville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-16

View on SEC IAPD

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