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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-23 |
Branch Locations
450 Alaskan Way S, Seattle, WA 98104 • 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 |
|---|---|---|---|---|
| Pacific Portfolio Consulting, Llc | Seattle | WA | 07/2023 | 09/2025 |
| Pcf Management Services Inc. | Everett | WA | 01/2023 | 07/2023 |
| Archbishop Murphy High School | Everett | WA | 09/2014 | 06/2018 |
| University Of Washington | Seattle | WA | 09/2018 | 06/2022 |
| Valparaiso University | Valparaiso | IN | 08/2022 | 12/2022 |
| Waverly Advisors, Llc | Birmingham | AL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-16 |
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