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Advisor at WAVERLY ADVISORS, LLC
MERRILLVILLE, IN | BIRMINGHAM, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | Independent wealth | Jan 18, 2024 | n/a | yes | MERRILLVILLE, IN|BIRMINGHAM, AL | Current employment |
| STRATEGIQ FINANCIAL GROUP, LLC | Former SEC adviser | Dec 12, 2017 | Mar 23, 2024 | no | MERRILLVILLE, IN | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Apr 5, 2016 | Dec 20, 2017 | no | Frankfort, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIQ FINANCIAL GROUP, LLC | WAVERLY ADVISORS, LLC | Mar 23, 2024 | Jan 18, 2024 | -65 | Firm change after gap | RIA to RIA |
| AVANTAX ADVISORY SERVICES | STRATEGIQ FINANCIAL GROUP, LLC | Dec 20, 2017 | Dec 12, 2017 | -8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 144287:115332:IN:2024-03-23 | Mar 23, 2024 | Jan 18, 2024 | MERRILLVILLE, IN | Firm change after gap |