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

Aug 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Oct 13, 2005

First registration

Oct 28, 2005

Dual registered

no

Other names

NICOLE M WOZNIAK|NICOLE M WOZNIAK

IAPD individual key

5018005

• Occurred

  Mar 29, 2024
  Advisor changed firm

  Nicole Marie Clarke left Strategiq Financial Group, Llc for Waverly Advisors, Llc (registered 2024-01-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e101f896-3e31-c1cf-1141-8ca03e5b7458

First observed

Oct 28, 2005

Last observed

Sep 14, 2026 7 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.