| Date | Description |
|---|
| 2024-03-15 |
delete cio Brent Gunn |
| 2024-03-15 |
delete personal_emails ca..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails al..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails as..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails be..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails bl..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails br..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails br..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails br..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ch..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ch..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ch..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ch..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ch..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails co..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails cy..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails de..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails di..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails do..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails do..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ed..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails er..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails je..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails je..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails jo..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ju..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ka..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails li..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails lo..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ma..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ma..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ma..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails mi..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails ni..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails pa..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails sa..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails sa..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails si..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails st..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails th..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails vi..@waverly-advisors.com |
| 2024-03-15 |
delete address 3815 Interstate Ct, #300
Montgomery, Alabama 36109 |
| 2024-03-15 |
delete address 3815 Interstate Ct, #300 Montgomery, AL 36109 |
| 2024-03-15 |
delete email au..@waverly-advisors.com |
| 2024-03-15 |
delete email ca..@waverly-advisors.com |
| 2024-03-15 |
delete person Autumngrace Page |
| 2024-03-15 |
delete person Candice Johnson |
| 2024-03-15 |
delete person Isabela Fioravanti |
| 2024-03-15 |
delete person Rebecca Ramsey |
| 2024-03-15 |
insert address 100 Executive Drive, Suite A
Lafayette, Indiana 47905 |
| 2024-03-15 |
insert address 101 E. 90th Drive, Suite A
Merrillville, Indiana 46410 |
| 2024-03-15 |
insert address 110 North Wacker Drive, Suite 2500
Chicago, Illinois 60606 |
| 2024-03-15 |
insert address 18 offices across Alabama, Colorado, Florida |
| 2024-03-15 |
insert address 700 Commerce Drive, Suite 500
Oak Brook, Illinois 60523 |
| 2024-03-15 |
insert address 707 Lake Cook Road, Suite 109
Deerfield, Illinois 60015 |
| 2024-03-15 |
insert address 800 Woodlands Pkwy #208
Ridgeland, Mississippi 39157 |
| 2024-03-15 |
insert address 9455 Koger Blvd., Suite 102
St. Petersburg, Florida 33702 |
| 2024-03-15 |
insert address 980 Pico Point #100
Colorado Springs, Colorado 80905 |
| 2024-03-15 |
insert address One Commerce, 1 Commerce St., Suite 630
Montgomery, Alabama 36104 |
| 2024-03-15 |
insert address One Commerce, 1 Commerce St., Suite 630, Montgomery, AL 36104 |
| 2024-03-15 |
insert career_pages_linkeddomain linkedin.com |
| 2024-03-15 |
insert email al..@waverly-advisors.com |
| 2024-03-15 |
insert email al..@waverly-advisors.com |
| 2024-03-15 |
insert email as..@waverly-advisors.com |
| 2024-03-15 |
insert email as..@waverly-advisors.com |
| 2024-03-15 |
insert email be..@waverly-advisors.com |
| 2024-03-15 |
insert email bi..@waverly-advisors.com |
| 2024-03-15 |
insert email bl..@waverly-advisors.com |
| 2024-03-15 |
insert email br..@waverly-advisors.com |
| 2024-03-15 |
insert email br..@waverly-advisors.com |
| 2024-03-15 |
insert email br..@waverly-advisors.com |
| 2024-03-15 |
insert email bu..@waverly-advisors.com |
| 2024-03-15 |
insert email ch..@waverly-advisors.com |
| 2024-03-15 |
insert email ch..@waverly-advisors.com |
| 2024-03-15 |
insert email ch..@waverly-advisors.com |
| 2024-03-15 |
insert email ch..@waverly-advisors.com |
| 2024-03-15 |
insert email ch..@waverly-advisors.com |
| 2024-03-15 |
insert email co..@waverly-advisors.com |
| 2024-03-15 |
insert email co..@waverly-advisors.com |
| 2024-03-15 |
insert email cy..@waverly-advisors.com |
| 2024-03-15 |
insert email de..@waverly-advisors.com |
| 2024-03-15 |
insert email di..@waverly-advisors.com |
| 2024-03-15 |
insert email do..@waverly-advisors.com |
| 2024-03-15 |
insert email do..@waverly-advisors.com |
| 2024-03-15 |
insert email do..@waverly-advisors.com |
| 2024-03-15 |
insert email ed..@waverly-advisors.com |
| 2024-03-15 |
insert email er..@waverly-advisors.com |
| 2024-03-15 |
insert email je..@waverly-advisors.com |
| 2024-03-15 |
insert email je..@waverly-advisors.com |
| 2024-03-15 |
insert email jo..@waverly-advisors.com |
| 2024-03-15 |
insert email ju..@waverly-advisors.com |
| 2024-03-15 |
insert email ka..@waverly-advisors.com |
| 2024-03-15 |
insert email li..@waverly-advisors.com |
| 2024-03-15 |
insert email lo..@waverly-advisors.com |
| 2024-03-15 |
insert email ma..@waverly-advisors.com |
| 2024-03-15 |
insert email ma..@waverly-advisors.com |
| 2024-03-15 |
insert email ma..@waverly-advisors.com |
| 2024-03-15 |
insert email ma..@waverly-advisors.com |
| 2024-03-15 |
insert email mi..@waverly-advisors.com |
| 2024-03-15 |
insert email ni..@waverly-advisors.com |
| 2024-03-15 |
insert email no..@waverly-advisors.com |
| 2024-03-15 |
insert email pa..@waverly-advisors.com |
| 2024-03-15 |
insert email ph..@waverly-advisors.com |
| 2024-03-15 |
insert email sa..@waverly-advisors.com |
| 2024-03-15 |
insert email sa..@waverly-advisors.com |
| 2024-03-15 |
insert email sh..@waverly-advisors.com |
| 2024-03-15 |
insert email si..@waverly-advisors.com |
| 2024-03-15 |
insert email st..@waverly-advisors.com |
| 2024-03-15 |
insert email st..@waverly-advisors.com |
| 2024-03-15 |
insert email th..@waverly-advisors.com |
| 2024-03-15 |
insert email ti..@waverly-advisors.com |
| 2024-03-15 |
insert email vi..@waverly-advisors.com |
| 2024-03-15 |
insert person Allan Mason |
| 2024-03-15 |
insert person Alyssa Wheeling |
| 2024-03-15 |
insert person Ashley W. Snyder |
| 2024-03-15 |
insert person Ashlynne Husmann |
| 2024-03-15 |
insert person Beth Braswell |
| 2024-03-15 |
insert person Bill Stone |
| 2024-03-15 |
insert person Blake A. Macke |
| 2024-03-15 |
insert person Bradley J. Rathe |
| 2024-03-15 |
insert person Bradley M. Steinman |
| 2024-03-15 |
insert person Brett Brownfield |
| 2024-03-15 |
insert person Bud Rainsberger |
| 2024-03-15 |
insert person Chad E. Hassinger |
| 2024-03-15 |
insert person Cheryl B. Bott |
| 2024-03-15 |
insert person Christian Resendiz |
| 2024-03-15 |
insert person Christina Kolb |
| 2024-03-15 |
insert person Colin P. Coine |
| 2024-03-15 |
insert person Cynthia Leonard |
| 2024-03-15 |
insert person Deb Falero Essex |
| 2024-03-15 |
insert person Dianne Flowers |
| 2024-03-15 |
insert person Doug McDaniel |
| 2024-03-15 |
insert person Doug Muenzenmay |
| 2024-03-15 |
insert person Edward L. Carlisle |
| 2024-03-15 |
insert person Erik Aspelin |
| 2024-03-15 |
insert person Jennifer Ryan |
| 2024-03-15 |
insert person Jeremy D. Schares |
| 2024-03-15 |
insert person Joshua G. Lawrence |
| 2024-03-15 |
insert person Julius Ridgway |
| 2024-03-15 |
insert person Kashish Meghani |
| 2024-03-15 |
insert person Lisa Cullity |
| 2024-03-15 |
insert person Loren Levitan |
| 2024-03-15 |
insert person Mackenzie Quinn |
| 2024-03-15 |
insert person Maddie Brown |
| 2024-03-15 |
insert person Marc A. Steinman |
| 2024-03-15 |
insert person Markus R. F. Sleuwen |
| 2024-03-15 |
insert person Mindy Sutton |
| 2024-03-15 |
insert person Nicole Clarke |
| 2024-03-15 |
insert person Novlett Perez |
| 2024-03-15 |
insert person Pam Martin |
| 2024-03-15 |
insert person Phil Sims |
| 2024-03-15 |
insert person Rhonda K. Holifield |
| 2024-03-15 |
insert person Samantha Sarver |
| 2024-03-15 |
insert person Sarah Edwards |
| 2024-03-15 |
insert person Sheri Cotton |
| 2024-03-15 |
insert person Sissy Moreland |
| 2024-03-15 |
insert person Stacy L. Jones |
| 2024-03-15 |
insert person Steven M. Gronceski |
| 2024-03-15 |
insert person Sue Roberts |
| 2024-03-15 |
insert person Thomas Pechin |
| 2024-03-15 |
insert person Tiffany Saajid |
| 2024-03-15 |
insert person Victoria Chatman |
| 2024-03-15 |
insert phone 219.736.8902 |
| 2024-03-15 |
insert phone 601.982.4123 |
| 2024-03-15 |
insert phone 630.455.4700 |
| 2024-03-15 |
insert phone 719.328.1944 |
| 2024-03-15 |
insert phone 727.823.3801 |
| 2024-03-15 |
insert phone 7653.446.2297 |
| 2024-03-15 |
insert phone 847.359.2900 |
| 2024-03-15 |
update person_title Andrea Johnson: Principal, Chief Compliance Officer / Birmingham => Principal, Director of Compliance / Birmingham |
| 2024-03-15 |
update person_title Anna Lashley: Compliance Associate / Birmingham; Waverly 's Chief Compliance Officer => Senior Compliance Associate / Birmingham |
| 2024-03-15 |
update person_title Ashley D. Tucker: CFP® Wealth Advisor => CFP® Director of Client Experience |
| 2024-03-15 |
update person_title Brent Gunn: Chief Information Officer / Birmingham; Chief Information Officer => Partner, Chief Information Officer / Birmingham |
| 2024-03-15 |
update person_title Dalton Clary: Associate Financial Planner / Birmingham => Financial Planner / Birmingham |
| 2024-03-15 |
update person_title Emily Bennett: Client Service Associate / Birmingham => Senior Client Service Associate / Birmingham |
| 2024-03-15 |
update person_title Jennifer B. Groulx: Senior Client Service Associate / Pensacola => Client Service Manager / Pensacola |
| 2024-03-15 |
update person_title Jennifer L. Disker: Billing Administrator / Birmingham => Billing Manager / Birmingham |
| 2024-03-15 |
update person_title Kelly Roy: Integration Manager / Birmingham => Senior Integration Manager / Birmingham |
| 2024-03-15 |
update person_title Lynn Lackey: Human Resources Manager / Birmingham => Director of Human Resources / Birmingham |
| 2024-03-15 |
update person_title M. Brooks Clark: CFP® Wealth Advisor => CFP® Partner, Wealth Advisor |
| 2024-03-15 |
update person_title Ryan Moore: Financial Planner / Huntsville => CFP® Financial Planner |
| 2023-09-25 |
delete personal_emails na..@waverly-advisors.com |
| 2023-09-25 |
insert personal_emails ca..@waverly-advisors.com |
| 2023-09-25 |
insert personal_emails ha..@waverly-advisors.com |
| 2023-09-25 |
insert personal_emails ni..@waverly-advisors.com |
| 2023-09-25 |
delete email na..@waverly-advisors.com |
| 2023-09-25 |
delete person Nathan Smith |
| 2023-09-25 |
insert email ca..@waverly-advisors.com |
| 2023-09-25 |
insert email ha..@waverly-advisors.com |
| 2023-09-25 |
insert email ni..@waverly-advisors.com |
| 2023-09-25 |
insert person Candice Johnson |
| 2023-09-25 |
insert person Harrison DeShazo |
| 2023-09-25 |
insert person Isabela Fioravanti |
| 2023-09-25 |
insert person Nicholas Sturgis |
| 2023-09-25 |
update person_description Aleicia M. Hornsby => Aleicia M. Hornsby |
| 2023-08-22 |
delete personal_emails je..@waverly-advisors.com |
| 2023-08-22 |
insert personal_emails da..@waverly-advisors.com |
| 2023-08-22 |
delete email je..@waverly-advisors.com |
| 2023-08-22 |
delete person Ashley Hester |
| 2023-08-22 |
delete person Jennifer E. Lawrence |
| 2023-08-22 |
insert email da..@waverly-advisors.com |
| 2023-08-22 |
insert email ma..@waverly-advisors.com |
| 2023-08-22 |
insert email no..@waverly-advisors.com |
| 2023-08-22 |
insert person David B. Fields |
| 2023-08-22 |
insert person Marty Gates |
| 2023-08-22 |
insert person Nowland B. Gwynn II |
| 2023-07-19 |
delete personal_emails ba..@waverly-advisors.com |
| 2023-07-19 |
insert personal_emails ca..@waverly-advisors.com |
| 2023-07-19 |
insert personal_emails gl..@waverly-advisors.com |
| 2023-07-19 |
insert personal_emails ja..@waverly-advisors.com |
| 2023-07-19 |
insert personal_emails ka..@waverly-advisors.com |
| 2023-07-19 |
delete email ba..@waverly-advisors.com |
| 2023-07-19 |
delete person Barry Prim |
| 2023-07-19 |
delete person Isabela Fioravanti |
| 2023-07-19 |
delete person Titus Moore |
| 2023-07-19 |
insert address 8834 N Capital of Texas Hwy #200
Austin, Texas 78759 |
| 2023-07-19 |
insert email ca..@waverly-advisors.com |
| 2023-07-19 |
insert email gl..@waverly-advisors.com |
| 2023-07-19 |
insert email ir..@waverly-advisors.com |
| 2023-07-19 |
insert email ja..@waverly-advisors.com |
| 2023-07-19 |
insert email ka..@waverly-advisors.com |
| 2023-07-19 |
insert email to..@waverly-advisors.com |
| 2023-07-19 |
insert person Carlos D. Gonzalez Trader |
| 2023-07-19 |
insert person Glenda Molina |
| 2023-07-19 |
insert person Irby Thompson |
| 2023-07-19 |
insert person James A. Werner |
| 2023-07-19 |
insert person Katia M. Palza |
| 2023-07-19 |
insert person Tom Brown |
| 2023-07-19 |
insert phone 512.774.5340 |
| 2023-07-19 |
update person_description Evan B. Crouse => Evan B. Crouse |
| 2023-05-05 |
insert email jo..@waverly-advisors.com |
| 2023-04-04 |
delete personal_emails ba..@waverly-advisors.com |
| 2023-04-04 |
insert cio Brent Gunn |
| 2023-04-04 |
insert personal_emails br..@waverly-advisors.com |
| 2023-04-04 |
insert personal_emails br..@waverly-advisors.com |
| 2023-04-04 |
insert personal_emails ka..@waverly-advisors.com |
| 2023-04-04 |
delete email ba..@waverly-advisors.com |
| 2023-04-04 |
delete person Barbara Patmon |
| 2023-04-04 |
insert email br..@waverly-advisors.com |
| 2023-04-04 |
insert email br..@waverly-advisors.com |
| 2023-04-04 |
insert email ka..@waverly-advisors.com |
| 2023-04-04 |
insert person Brent Gunn |
| 2023-04-04 |
insert person Brian Hershberger |
| 2023-04-04 |
insert person Karen Koch |
| 2023-04-04 |
insert person Nick Hujtyn |
| 2023-03-03 |
delete personal_emails me..@waverly-advisors.com |
| 2023-03-03 |
delete email me..@waverly-advisors.com |
| 2023-03-03 |
delete person Meghan Bynum |
| 2023-03-03 |
insert person Isabela Fioravanti |
| 2023-03-03 |
insert person Kellie Cowart |
| 2023-03-03 |
insert person Rebecca Ramsey |
| 2023-03-03 |
insert person Ryan Ottaviano |
| 2023-03-03 |
update person_description Amanda Dilworth => Amanda Dilworth |
| 2023-03-03 |
update person_description Andrea W. Johnson => Andrea Johnson |
| 2023-03-03 |
update person_description Anna M. Lashley => Anna Lashley |
| 2023-03-03 |
update person_description Anneliese E. Roemer => Anneliese E. Roemer |
| 2023-03-03 |
update person_description Ashley D. Tucker => Ashley D. Tucker |
| 2023-03-03 |
update person_description Billy McMahon => Billy McMahon |
| 2023-03-03 |
update person_description Carson Eddy => Carson Eddy |
| 2023-01-30 |
insert fax 205.879.1114 |
| 2023-01-30 |
insert fax 678.501.5442 |
| 2023-01-30 |
insert fax 850.470.5545 |
| 2023-01-30 |
insert person Ashley Hester |
| 2023-01-30 |
insert person Harrison Glicksman |
| 2023-01-30 |
insert person Titus Moore |
| 2023-01-30 |
update person_description Aleicia M. Hornsby => Aleicia M. Hornsby |
| 2023-01-30 |
update person_description Barbara Patmon => Barbara Patmon |
| 2023-01-30 |
update person_title Aleicia M. Hornsby: Integration Manager => Operations Manager |
| 2023-01-30 |
update person_title Jennifer L. Disker: Senior Billing Analyst / Birmingham => Billing Administrator / Birmingham |
| 2023-01-30 |
update person_title Leigh Ann Thrash: Office Manager / Client Service Associate / Birmingham => Office Manager / Senior Client Service Associate / Birmingham |
| 2023-01-30 |
update person_title M. Crews Kay: Trading Analyst / Birmingham => Investment Analyst / Birmingham |
| 2023-01-30 |
update person_title Meghan Bynum: Client Relationship Manager / Atlanta => Director of Client Services / Atlanta |
| 2023-01-30 |
update person_title Shirley Winters: Office Manager / Client Service Associate / Savannah => Office Manager / Senior Client Service Associate / Savannah |
| 2022-12-29 |
delete source_ip 149.28.97.172 |
| 2022-12-29 |
insert source_ip 146.148.79.127 |
| 2022-11-27 |
insert person Marley Freeman |
| 2022-06-22 |
delete email mw..@walltitus.com |
| 2022-06-22 |
delete person Maggi Wall |
| 2022-06-22 |
insert email mw..@walltitus.com |
| 2022-06-22 |
insert person Marley Watts |
| 2022-05-22 |
update person_description Maggi Wall => Maggi Wall |
| 2022-04-20 |
insert person Maggi Wall |