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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Ymca | La Canada | CA | 04/2016 | 09/2016 |
| Jpmorgan Chase Bank, N.A. | Arcadia | CA | 06/2016 | 02/2019 |
| J.P. Morgan Securities Llc | Arcadia | CA | 05/2017 | 02/2019 |
| T Rowe Price | Colorado Springs | CO | 02/2019 | 01/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 01/2022 | 05/2022 |
| Advised Assets Group, Llc | Greenwood Village | CO | 01/2022 | 05/2022 |
| T Rowe Price | Colorado Springs | CO | 05/2022 | 08/2024 |
| Waverly Advisors, Llc | Colorado Springs | CO | 08/2024 | Present |
(1) WYZANT.COM, VarsityTutors.com; NOT INVESTMENT RELATED; COLORADO SPRINGS,CO; ONLINE TUTORING; TUTOR; 4/13/2021; 15 HOURS PER MONTH, 0 DURING TRADING; ONLINE TUTORING FOR 6 63 66 7 EXAMS (2) Redcon1; redcon1.com; 4/3/2023; Brand Affiliate; Promote sports nutrition products; Non-Investment Related; 2 hours during the month; 0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-15 |
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