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

Dec 13, 1991earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Dec 13, 1991

First registration

Apr 1, 2003

Dual registered

no

Other names

RICK BELL

IAPD individual key

2163662

• Occurred

  Feb 6, 2025
  Advisor changed firm

  Richard William Bell left Planning Capital Management Corp. for Waverly Advisors, Llc (registered 2024-12-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:280605f6-9052-060b-e695-8496d5a0bfde

First observed

Apr 1, 2003

Last observed

Sep 15, 2026 4 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.