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RIA / WealthAdvisor11 years in industry

KALEIGH STOVALL SHIPMAN

Advisor at WAVERLY ADVISORS, LLC

BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:6458702f-c98c-2007-cde8-ea6500576e8a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 31, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 10, 2018
First registration: May 31, 2019
Dual registered: no
Other names: KALEIGH DELORES STOVALL
IAPD individual key: 6064634

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WAVERLY ADVISORS, LLC	Independent wealth	Dec 9, 2024	n/a	yes	BIRMINGHAM, AL	Current employment
HIGHTOWER ADVISORS, LLC	Bd affiliated wealth	Jul 11, 2024	Nov 19, 2024	no	CHICAGO, IL\|Huntsville, AL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Sep 27, 2023	Jul 8, 2024	no	Midland City, AL\|ST. PETERSBURG, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	May 31, 2019	Sep 28, 2023	no	HUNTERSVILLE, NC\|Cornelius, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHTOWER ADVISORS, LLC	WAVERLY ADVISORS, LLC	Nov 19, 2024	Dec 9, 2024	20	Firm change	Ibd to RIA
RAYMOND JAMES & ASSOCIATES, INC.	HIGHTOWER ADVISORS, LLC	Jul 8, 2024	Jul 11, 2024	3	Firm change	Ibd to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	RAYMOND JAMES & ASSOCIATES, INC.	Sep 28, 2023	Sep 27, 2023	-1	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ WAVERLY ADVISORS, LLCRegistered adviserregistration: current employment
Dec 9, 2024 to presentfactForm ADV
→ HIGHTOWER ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 11, 2024 to Nov 19, 2024factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Sep 27, 2023 to Jul 8, 2024factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
May 31, 2019 to Sep 28, 2023factForm ADV

Dated events

Occurred
Nov 19, 2024
Advisor changed firm
Kaleigh Stovall Shipman left Hightower Advisors, Llc for Waverly Advisors, Llc (registered 2024-12-09)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2024
Advisor changed firm
Kaleigh Stovall Shipman left Raymond James & Associates, Inc. for Hightower Advisors, Llc (registered 2024-07-11)
Form ADVobserved 4 days ago
Occurred
Sep 28, 2023
Advisor changed firm
Kaleigh Stovall Shipman left Raymond James Financial Services Advisors, Inc for Raymond James & Associates, Inc. (registered 2023-09-27)
Form ADVobserved 4 days ago