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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-06-28 |
Branch Locations
One Commerce, 1 Commerce St., Suite 630, Montgomery, AL 36104 • United States
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 |
|---|---|---|---|---|
| Warren Averett Asset Management, Llc | Montgomery | AL | 04/2012 | 01/2020 |
| Rfg Advisory, Llc | Montgomery | AL | 01/2020 | 07/2020 |
| Raymond James & Associates | Montgomery | AL | 07/2020 | 06/2023 |
| Waverly Advisors, Llc | Montgomery | AL | 06/2023 | Present |
1) Trust u/w of Dudley W. Griffin FBO Margaret Sylvest Address: Montgomery, AL Nature of the Business: Trustee/Successor Trustee Position/Title: Trustee/Successor Trustee Investment Related:Yes Start Date: 05/03/2021 Hours per month devoted to this business: 0.5 Hours per month devoted to this business during trading hours: 0 Description of duties: I am appointed by my father-in-law's will to be trustee of this trust. I will establish an account for the trust at Raymond James and make the specified monthly payment to Margaret Sylvest, the trust's beneficiary.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-19 |
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