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RIA / WealthAdvisorCertified Financial Planner26 years in industry

IRBY JONES THOMPSON

Advisor at WAVERLY ADVISORS, LLC

BIRMINGHAM, AL | MONTGOMERY, AL

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Search this name across graphsid dfx:ria:258d6f2a-b79d-568c-2a66-5e69409f5063

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 2, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Mar 2, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Oct 19, 2020
First registration: Mar 2, 2000
Dual registered: no
IAPD individual key: 1214847

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WAVERLY ADVISORS, LLC	Independent wealth	Jun 28, 2023	n/a	yes	MONTGOMERY, AL\|BIRMINGHAM, AL	Current employment
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 18, 2021	Jun 8, 2023	no	MONTGOMERY, AL	Previous registration
RFG ADVISORY, LLC	Independent wealth	Jan 3, 2020	Jul 22, 2020	no	VESTAVIA HILLS, AL\|MONTGOMERY, AL	Previous registration
WAVERLY ADVISORS, LLC	Independent wealth	Apr 21, 2012	Jan 2, 2020	no	MONTGOMERY, AL\|BIRMINGHAM, AL	Previous registration
WILSON PRICE WEALTH MANAGEMENT, LLC	n/a	May 11, 2006	Apr 4, 2012	no	MONTGOMERY, AL	Previous registration
WELCH HORNSBY, INC.	Former SEC adviser	Mar 2, 2000	May 5, 2006	no	MONTGOMERY, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES & ASSOCIATES, INC.	WAVERLY ADVISORS, LLC	Jun 8, 2023	Jun 28, 2023	20	Firm change	Ibd to RIA
RFG ADVISORY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Jul 22, 2020	Feb 18, 2021	211	Firm change	RIA to ibd
WAVERLY ADVISORS, LLC	RFG ADVISORY, LLC	Jan 2, 2020	Jan 3, 2020	1	Firm change	RIA to RIA
WILSON PRICE WEALTH MANAGEMENT, LLC	WAVERLY ADVISORS, LLC	Apr 4, 2012	Apr 21, 2012	17	Firm change	Other
WELCH HORNSBY, INC.	WILSON PRICE WEALTH MANAGEMENT, LLC	May 5, 2006	May 11, 2006	6	Firm change	Other

Relationships

Registered with (5)

→ WAVERLY ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 21, 2012 to Jan 2, 2020factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 18, 2021 to Jun 8, 2023factForm ADV
→ RFG ADVISORY, LLCRegistered adviserregistration: previous registration
Jan 3, 2020 to Jul 22, 2020factForm ADV
→ WILSON PRICE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 11, 2006 to Apr 4, 2012factForm ADV
→ WELCH HORNSBY, INC.Registered adviserregistration: previous registration
Mar 2, 2000 to May 5, 2006factForm ADV

Dated events

Occurred
Jun 8, 2023
Advisor changed firm
Irby Jones Thompson left Raymond James & Associates, Inc. for Waverly Advisors, Llc (registered 2023-06-28)
Form ADVobserved 5 days ago