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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63|S65

First exam

Aug 17, 2018

First registration

Sep 27, 2018

Dual registered

no

IAPD individual key

6991333

• Occurred

  Mar 17, 2025
  Advisor changed firm

  Christina N Israel left Buckingham Capital Management, Inc. for Buckingham Financial Group, Inc. (registered 2022-04-23)

  Form ADVobserved 5 days ago
• Occurred

  Mar 6, 2025
  Advisor changed firm

  Christina N Israel left Buckingham Financial Group, Inc. for Waverly Advisors, Llc (registered 2024-11-12)

  Form ADVobserved 5 days ago
• Occurred

  Apr 13, 2022
  Advisor changed firm

  Christina N Israel left Fifth Third Securities, Inc. for Buckingham Capital Management, Inc. (registered 2022-04-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:249b54db-b756-1065-b52a-26f67282fe90

First observed

Sep 27, 2018

Last observed

Sep 15, 2026 5 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.