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Sydney B Burchett

Waverly Advisors, LLC

Birmingham, AL

Dayton, OH

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-13
  • OH RA
    APPROVED
    Since 2024-11-13

Branch Locations

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

6856 Loop Rd., Dayton, OH 45459 • 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
West Carrollton City Schools West Carrollton OH 11/2012 05/2017
Elder Beerman Dayton OH 11/2016 01/2017
Cinemark Dayton South Dayton OH 05/2017 06/2017
Wright State University Fairborn OH 08/2017 12/2021
Wright State University Fairborn OH 01/2018 03/2018
City Of Moraine Parks And Recreation Department Moraine OH 06/2018 08/2019
Brunner's Lawn & Services Moraine OH 03/2020 10/2021
Buckingham Advisors Dayton OH 02/2022 03/2025
Waverly Advisors, Llc Dayton OH 11/2024 Present
  • 11/2012 → 05/2017
    West Carrollton City Schools
    West Carrollton, OH
  • 11/2016 → 01/2017
    Elder Beerman
    Dayton, OH
  • 05/2017 → 06/2017
    Cinemark Dayton South
    Dayton, OH
  • 08/2017 → 12/2021
    Wright State University
    Fairborn, OH
  • 01/2018 → 03/2018
    Wright State University
    Fairborn, OH
  • 06/2018 → 08/2019
    City Of Moraine Parks And Recreation Department
    Moraine, OH
  • 03/2020 → 10/2021
    Brunner's Lawn & Services
    Moraine, OH
  • 02/2022 → 03/2025
    Buckingham Advisors
    Dayton, OH
  • 11/2024 → Present
    Waverly Advisors, Llc
    Dayton, OH
Previous Registrations
  • 2023-08-14 → 2025-03-06
    Buckingham Financial Group, Inc.
    Dayton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-14
  • S65 Uniform Investment Adviser Law Examination
    2023-08-14
Other Names
  • Sydney B Green

View on SEC IAPD

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