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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-10 |
| OR | RA | APPROVED | 2026-01-30 |
Branch Locations
1 Centerpointe Drive, Lake Oswego, OR 97035 • 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 |
|---|---|---|---|---|
| Unemployed | West Linn | OR | 03/2014 | 09/2016 |
| Northwest Wealth Advisors Llc | West Linn | OR | 09/2016 | 04/2021 |
| Pure Portfolios Holdings Llc | Portland | OR | 04/2021 | 03/2026 |
| Waverly Advisors, Llc | Birmingham | AL | 01/2026 | Present |
General Partner-W&W Investments. This is an investment group with assets of roughly $100k that invests in equities (public & private)and other investments. I am the General Partner and have been since inception in 2000. I devote less than 2 hours per month to this business. The address is 27683 SW Newland Rd, Wilsonville, Oregon 97070. I review and select investments with input from others in the group. There are only 2 members of this investment group: William Weber, Jr., and Edward Farah. General Partner-Weber Investment Group. This is an investment group with assets less than $100k that invests in equities, mutual funds, and ETF's. I am the General Partner and have been since inception in 1992. I devote less than 2 hours per month to this business. The address is 2783 Ridge Lane, West Linn, OR 97068. I review and select investments made with input from others in the group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-20 |
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