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Jennifer Brochu Groulx

Waverly Advisors, LLC

Birmingham, AL

Pensacola, FL

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-05-31
  • FL RA
    APPROVED
    Since 2012-05-31

Branch Locations

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

350 W Cedar Street, Suite 401, Pensacola, FL 32502 • 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
Warren Averett Asset Management, Llc Pensacola FL 04/2012 01/2022
Waverly Advisors, Llc Pensacola FL 01/2022 Present
  • 04/2012 → 01/2022
    Warren Averett Asset Management, Llc
    Pensacola, FL
  • 01/2022 → Present
    Waverly Advisors, Llc
    Pensacola, FL
Previous Registrations
  • 2004-01-07 → 2012-04-10
    O'SUllivan Creel Wealth Advisors, Llp
    Pensacola, FL
  • 2000-01-31 → 2004-01-13
    Charles Schwab & Co., Inc.
    Pensacola, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-04
S63 Uniform Securities Agent State Law Examination 2000-02-11
  • S66 Uniform Combined State Law Examination
    2004-05-04
  • S63 Uniform Securities Agent State Law Examination
    2000-02-11
Other Names
  • Jennifer R Brochu
  • Jennifer Renee Brochu

View on SEC IAPD

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