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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-20 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
3300 Riverwood Pkwy #1075, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waverly Advisors, Llc | Birmingham | AL | 06/2025 | Present |
| Stetson University | Deland | FL | 08/2024 | 05/2025 |
| Stetson University | Deland | FL | 02/2024 | 05/2025 |
| Northwestern Mutual | Atlanta | GA | 05/2024 | 08/2024 |
| Stetson University | Deland | FL | 08/2021 | 05/2025 |
| The Lovett School | Atlanta | GA | 08/2014 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-18 |
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