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Advisor at WAVERLY ADVISORS, LLC
BIRMINGHAM, AL | MERRILLVILLE, IN
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 | Jan 11, 2024 | n/a | yes | MERRILLVILLE, IN|BIRMINGHAM, AL | Current employment |
| STRATEGIQ FINANCIAL GROUP, LLC | Former SEC adviser | Aug 16, 2023 | Mar 23, 2024 | no | MERRILLVILLE, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIQ FINANCIAL GROUP, LLC | WAVERLY ADVISORS, LLC | Mar 23, 2024 | Jan 11, 2024 | -72 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 144287:115332:IN:2024-03-23 | Mar 23, 2024 | Jan 11, 2024 | MERRILLVILLE, IN | Firm change after gap |