DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Cheryl Benton Bott

Waverly Advisors, LLCindependent RIASt. Petersburg, Fl IA-onlyIAPD 5356887

Certified Financial Planner

Feed of 09/14/2026

At current firm

2 y

since Feb 5, 2024

In the industry

19 y

since Jul 5, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Waverly Advisors, LLC independent RIA current
since Feb 5, 2024 · St. Petersburg, Fl
Holifield Financial Advisory Services/Prosper Financial Advisers former
Jan 25, 2017 to Apr 25, 2024 · Saint Petersburg, Fl
United Capital Financial Advisors independent RIA
May 15, 2015 to Dec 31, 2016 · Tampa, Fl
Stancorp Investment Advisers, Inc. other
Jul 7, 2010 to May 15, 2015 · Tampa, Fl
Florida Financial Advisors, Inc. unclassified
Jul 5, 2007 to Oct 11, 2010 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

Holifield Financial Advisory Services/Prosper Financial Advisers to Waverly Advisors, LLC
left Apr 25, 2024, registered Feb 5, 2024 (-80 days) · Other · moved with a team
United Capital Financial Advisors to Holifield Financial Advisory Services/Prosper Financial Advisers
left Dec 31, 2016, registered Jan 25, 2017 (25 days) · Other
Stancorp Investment Advisers, Inc. to United Capital Financial Advisors
left May 15, 2015, registered May 15, 2015 (0 days) · Other · moved with a team
Florida Financial Advisors, Inc. to Stancorp Investment Advisers, Inc.
left Oct 11, 2010, registered Jul 7, 2010 (-96 days) · Other

Signals

Cheryl Benton Bott left Holifield Financial Advisory Services/Prosper Financial Advisers for Waverly Advisors, Llc (registered 2024-02-05)
Apr 25, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address