DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WAVERLY ADVISORS, LLC
BIRMINGHAM, AL | BALTIMORE, MD
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 | Mar 21, 2025 | n/a | yes | BALTIMORE, MD|BIRMINGHAM, AL | Current employment |
| GGM WEALTH ADVISORS | Former SEC adviser | Apr 20, 2011 | Aug 5, 2025 | no | BALTIMORE, MD | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 12, 2004 | Apr 5, 2011 | no | BALTIMORE, MD|COCKEYSVILLE, MD|BALTIMORE, MD|COLUMBIA, MD|COLUMBIA, MD|BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GGM WEALTH ADVISORS | WAVERLY ADVISORS, LLC | Aug 5, 2025 | Mar 21, 2025 | -137 | Firm change after gap | RIA to RIA |
| WELLS FARGO ADVISORS | GGM WEALTH ADVISORS | Apr 5, 2011 | Apr 20, 2011 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111509:115332:MD:2025-08-05 | Aug 5, 2025 | Mar 21, 2025 | BALTIMORE, MD | Firm change after gap |