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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-01-28 |
| IA | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2025-01-10 |
Branch Locations
535 Broadway Suite 301, Council Bluffs, IA 51503-0816 • 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 |
|---|---|---|---|---|
| Union Pacific Streamline | Omaha | NE | 02/2012 | 05/2017 |
| Unemployed | Omaha | NE | 05/2017 | 07/2017 |
| Mutual Of Omaha Insurance Company | Omaha | NE | 07/2017 | 10/2022 |
| Mutual Of Omaha Investor Services | Omaha | NE | 07/2017 | 10/2022 |
| Re Dickinson Investment Advisors, Llc | Council Bluffs | IA | 11/2022 | 03/2025 |
| Waverly Advisors, Llc | Council Bluffs | IA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
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