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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-07 |
Branch Locations
212 E Highland Drive Suite 201, Lakeland, FL 33813 • 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 |
|---|---|---|---|---|
| Wall Advisors, Inc. | Lakeland | FL | 08/2017 | 03/2023 |
| Land South Group | Lakeland | FL | 05/2015 | 07/2017 |
| Waverly Advisors, Llc | Lakeland | FL | 12/2022 | Present |
DiCesare Holdings, LLC - Not investment-related - 405 Kerneywood Street, Lakeland, FL 33803 - Real Estate and Consulting - Owner - Start date 8/24/2016 - 5-10 hours per month/0 hours during securities trading hours - Agent, Investor, and Manager Capital Access Group, Inc. - Not investment related - 212 E. Highland Drive, Suite 201 Lakeland, FL 33813 - Business Intermediary Services - Vice President and Real Estate Broker - Start Date 2018 - 1-5 Hours per month / may occur during securities trading hours Wall Titus, LLC - Not investment-related - 212 E. Highland Drive Suite 201, Lakeland, FL 33813 - Tax and Accounting Firm - Solicitor - Start date 09/2017 - 3 hours per month / 0 during trading hours - Refer potential clients for a fee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-12 |
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