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.

Current firm

WAVERLY ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jul 1, 1994

First registration

Apr 4, 2005

Dual registered

no

Other names

JANET CAROL BORDA

IAPD individual key

2163755

• Occurred

  Mar 17, 2025
  Advisor changed firm

  Janet Carol Steinke left Buckingham Capital Management, Inc. for Buckingham Financial Group, Inc. (registered 2016-03-23)

  Form ADVobserved 3 days ago
• Occurred

  Mar 6, 2025
  Advisor changed firm

  Janet Carol Steinke left Buckingham Financial Group, Inc. for Waverly Advisors, Llc (registered 2024-11-08)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:200436d9-585d-c764-e2e9-a9e56d2854c1

First observed

Apr 4, 2005

Last observed

Sep 15, 2026 3 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.