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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S66

First exam

Feb 16, 2017

First registration

Sep 21, 2017

Dual registered

no

Other names

AUSTIN BARRANCO|AB BARRANCO|AUSTIN BARRANCO|MAB BARRANCO|M A B|M AUSTIN BARRANCO|MICHAEL A BARRANCO|M AUSTIN BARRANCO|MIKE A BARRANCO|MIKE BARRANCO|MICHAEL A BARRANCO

IAPD individual key

6358281

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cbc116ba-cc74-2910-ab0a-73232245c275

First observed

Sep 21, 2017

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.