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Edwina Louise Martin

Waverly Advisors, LLC

Birmingham, AL

Cincinnati, 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 2024-10-22
  • OH RA
    APPROVED
    Since 2024-10-22

Branch Locations

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

4420 Cooper Road, Cincinnati, OH 45242 • 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
9258 Wealth Management Cincinnati OH 01/2019 12/2024
Teradata Corp Miamisburg OH 09/2007 12/2018
Waverly Advisors, Llc Cincinnati OH 10/2024 Present
  • 01/2019 → 12/2024
    9258 Wealth Management
    Cincinnati, OH
  • 09/2007 → 12/2018
    Teradata Corp
    Miamisburg, OH
  • 10/2024 → Present
    Waverly Advisors, Llc
    Cincinnati, OH
Previous Registrations
  • 2024-03-08 → 2024-12-02
    9258 Wealth Management, Llc
    Blue Ash, OH
Other Businesses

9258 Tax and Planning, non investment related, assistant director of tax planning

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-12
  • S65 Uniform Investment Adviser Law Examination
    2024-02-12
Other Names
  • Edwina Mcgraw

View on SEC IAPD

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