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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-03-27 |
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 |
|---|---|---|---|---|
| Kinsight, Llc | Birmingham | AL | 12/2011 | 03/2017 |
| Warren Averett Asset Management, Llc | Birmingham | AL | 03/2017 | 01/2022 |
| Waverly Advisors, Llc | Birmingham | AL | 01/2022 | Present |
The Heritage Institute, LLC - The business is not investment related - 25201 Fort Meigs Road, Perrysburg, Ohio 43551-1128 - The Heritage Institute, LLC trains professionals (financial planners, attorneys, not-for-profit groups, coaches, etc.) to work with their clients to transfer their values and principles through the generations and maintain a level of trust, communication and participation that builds and strengthens families - Marketing Consultant - 1/24/2014 - 10 or less hours per month - 0 hours during securities trading hours - Diana's role is as a consultant to the clients of the Heritage Institute
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-27 |
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