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Preston Cody Sharpe

Waverly Advisors, LLC

Peachtree City, GA

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-06
  • GA RA
    APPROVED
    Since 2024-06-06

Branch Locations

525 Clubhouse Drive Suite 100, Peachtree City, GA 30269 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • 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
Wells Fargo Clearing Services, Llc. Peachtree City GA 03/2018 03/2019
Wells Fargo Bank Na Peachtree City GA 10/2016 03/2019
Chick-Fil-A Starr'S Mill Peachtree City GA 07/2014 10/2016
Derbend Asset Management, Llc Peachtree City GA 03/2019 08/2024
Waverly Advisors, Llc Peachtree City GA 05/2024 Present
  • 03/2018 → 03/2019
    Wells Fargo Clearing Services, Llc.
    Peachtree City, GA
  • 10/2016 → 03/2019
    Wells Fargo Bank Na
    Peachtree City, GA
  • 07/2014 → 10/2016
    Chick-Fil-A Starr'S Mill
    Peachtree City, GA
  • 03/2019 → 08/2024
    Derbend Asset Management, Llc
    Peachtree City, GA
  • 05/2024 → Present
    Waverly Advisors, Llc
    Peachtree City, GA
Previous Registrations
  • 2020-01-03 → 2024-08-23
    Derbend Asset Management
    Peachtree City, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-30
S63 Uniform Securities Agent State Law Examination 2018-06-08
  • S65 Uniform Investment Adviser Law Examination
    2019-12-30
  • S63 Uniform Securities Agent State Law Examination
    2018-06-08
Designations
Other Names
  • Preston Sharpe

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Peachtree City, GA
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GRADIENT SECURITIES, LLC · Peachtree City, GA
EDWARD JONES · Peachtree City, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Peachtree City, GA
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AMERIPRISE FINANCIAL SERVICES, LLC · PEACHTREE CITY, GA
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