DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WAVERLY ADVISORS, LLC
Savannah, GA | 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 | Jul 29, 2022 | n/a | yes | Savannah, GA|BIRMINGHAM, AL | Current employment |
| BT WEALTH MANAGEMENT, LLC | Former SEC adviser | Jul 6, 2015 | Jul 28, 2022 | no | SAVANNAH, GA|ATLANTA, GA | Previous registration |
| EXCELSIA, INC. | Former SEC adviser | Apr 9, 2003 | Jul 30, 2015 | no | SAVANNAH, GA|SAVANNAH, GA|SAVANNAH, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BT WEALTH MANAGEMENT, LLC | WAVERLY ADVISORS, LLC | Jul 28, 2022 | Jul 29, 2022 | 1 | Firm change | RIA to RIA |
| EXCELSIA, INC. | BT WEALTH MANAGEMENT, LLC | Jul 30, 2015 | Jul 6, 2015 | -24 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147729:115332:GA:2022-07-28 | Jul 28, 2022 | Jul 29, 2022 | ATLANTA, GA | Firm change |