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

Nov 1, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S66

First exam

Dec 1, 2009

First registration

Dec 2, 2009

Dual registered

no

Other names

LISA MARIE MORESCHI|LISA MARIE BASS|LISA MARIE MORESCHI|LISA MARIE MORESCHI|LISA FREE

IAPD individual key

5724349

Graph

RIA / Wealth Management

Canonical id

dfx:ria:479fc250-ccb6-1a9f-95b7-75b0e48808fb

First observed

Dec 2, 2009

Last observed

Sep 15, 2026 6 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.