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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Apex Capital Management/Fiera Capial | Miamisburg | OH | 10/2005 | 01/2022 |
| Buckingham Advisors | Dayton | OH | 01/2022 | 03/2025 |
| Waverly Advisors, Llc | Dayton | OH | 11/2024 | Present |
Fourth Avenue LLC, not investment related, 4420 Mohave Dr., Beavercreek, OH, 45431, Music Entertainment, Co-Owner, start date 06/2008, 8 hours/month (0 during trading hours), music rehearsals/performances, tax/accounting CFA Society Dayton, investment related, 2500 Stratacache Tower, Dayton, OH 45423, Professional Society, Investment Committee Chair, start date 08/2017, 5 hours/month (0 during trading hours), attend board meetings, manage the investment committee meetings, direct trades to the president
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