Douglas Max Mcdaniel

Current Employers

Waverly Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2024-05-06
TX	RA	APPROVED	2024-03-29

MS RA
APPROVED

Since 2024-05-06
TX RA
APPROVED

Since 2024-03-29

Branch Locations

800 Woodlands Pkwy #208, Ridgeland, MS 39157 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Efp Advisors Inc.	Jackson	MS	09/2012	Present
Waverly Advisors, Llc	Jackson	MS	03/2024	Present

09/2012 → Present

Efp Advisors Inc.

Jackson, MS
03/2024 → Present

Waverly Advisors, Llc

Jackson, MS

Previous Registrations

2012-09-19 → 2024-05-06

Efp Advisors

Jackson, MS
2010-01-06 → 2012-09-17

Cs Planning Corp

Portland, OR
2009-03-31 → 2009-12-23

Cs Planning Corp

Portland, OR
2006-06-08 → 2009-03-17

Stanford Group Company

Jackson, MS
1999-04-14 → 2006-06-27

Efp Wealth Management

Jackson, MS

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1985-03-13

S63 Uniform Securities Agent State Law Examination

1985-03-13

Designations

Other Names

Doug Mcdaniel
Douglas Max Mcdaniel

View on SEC IAPD

Current Employers

Waverly Advisors, Llc

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews