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Advisor at WAVERLY ADVISORS, LLC
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 | Dec 9, 2024 | n/a | yes | BIRMINGHAM, AL | Current employment |
| BCR WEALTH STRATEGIES | Independent wealth | Jul 13, 2021 | Nov 27, 2024 | no | VESTAVIA, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BCR WEALTH STRATEGIES | WAVERLY ADVISORS, LLC | Nov 27, 2024 | Dec 9, 2024 | 12 | Firm change | RIA to RIA |