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Katia Muriel Palza

Waverly Advisors, LLC

Birmingham, AL

Austin, TX

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-14
TX RA APPROVED 2023-07-13
  • CA RA
    APPROVED
    Since 2023-07-14
  • TX RA
    APPROVED
    Since 2023-07-13

Branch Locations

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

8834 N Capital Of Texas Hwy #200, Austin, TX 78759 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Silicon Hills Wealth Management Austin TX 09/2013 08/2023
Waverly Advisors, Llc Austin TX 06/2023 Present
  • 09/2013 → 08/2023
    Silicon Hills Wealth Management
    Austin, TX
  • 06/2023 → Present
    Waverly Advisors, Llc
    Austin, TX
Previous Registrations
  • 2017-10-23 → 2023-08-17
    Silicon Hills Wealth Management
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-23
  • S65 Uniform Investment Adviser Law Examination
    2017-10-23

View on SEC IAPD

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