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Advisor at WAVERLY ADVISORS, LLC
Metairie, LA | 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 | May 7, 2026 | n/a | yes | Metairie, LA|BIRMINGHAM, AL | Current employment |
| TRUWEALTH ADVISORS, LLC | Former SEC adviser | Jul 17, 2020 | Apr 24, 2026 | no | METAIRIE, LA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 28, 2017 | Jul 23, 2020 | no | Metairie, LA|NEW ORLEANS, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUWEALTH ADVISORS, LLC | WAVERLY ADVISORS, LLC | Apr 24, 2026 | May 7, 2026 | 13 | Firm change | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | TRUWEALTH ADVISORS, LLC | Jul 23, 2020 | Jul 17, 2020 | -6 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 306876:115332:LA:2026-04-24 | Apr 24, 2026 | May 7, 2026 | METAIRIE, LA | Firm change |
| 6363:306876:LA:2020-07-21 | Jul 23, 2020 | Jul 17, 2020 | NEW ORLEANS, LA | Firm change |