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Advisor at WAVERLY ADVISORS, LLC
WEST BARNSTABLE, MA | 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 | Nov 7, 2025 | n/a | yes | WEST BARNSTABLE, MA|BIRMINGHAM, AL | Current employment |
| BRIDGE CREEK CAPITAL MANAGEMENT LLC | Former SEC adviser | Jul 11, 2007 | Dec 9, 2025 | no | WEST BARNSTABLE, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIDGE CREEK CAPITAL MANAGEMENT LLC | WAVERLY ADVISORS, LLC | Dec 9, 2025 | Nov 7, 2025 | -32 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141001:115332:MA:2025-12-09 | Dec 9, 2025 | Nov 7, 2025 | WEST BARNSTABLE, MA | Firm change after gap |