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 4, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65

First exam

Nov 4, 1999

First registration

Aug 7, 2002

Dual registered

no

Other names

JULIUS M RIDGEWAY|JULIUS M RIDGWAY

IAPD individual key

4283097

• Occurred

  Nov 16, 2023
  Advisor changed firm

  Julius M Ridgway left Soundpath Investment Advisors, Llc for Waverly Advisors, Llc (registered 2023-10-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ca0c61c2-8ee7-4d57-968e-0e41900e47e5

First observed

Aug 7, 2002

Last observed

Sep 14, 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.