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

Oct 22, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63

First exam

Oct 22, 1992

First registration

Oct 6, 2006

Dual registered

no

Other names

CHUCK SIMMONS

IAPD individual key

2145300

• Occurred

  May 19, 2026
  Advisor changed firm

  Charles Lee Simmons left Truwealth Advisors, Llc for Waverly Advisors, Llc (registered 2026-05-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:53110c7d-e0b8-fbe0-0f10-5f4b77930076

First observed

Oct 6, 2006

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.