| 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 |
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| 2024-03-15 |
insert personal_emails br..@waverly-advisors.com |
| 2024-03-15 |
insert personal_emails br..@waverly-advisors.com |
| 2024-03-15 |
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| 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 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 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 |
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 person Nathan Smith |
| 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 person Ashley Hester |
| 2023-08-22 |
delete person Jennifer E. Lawrence |
| 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 person Barry Prim |
| 2023-07-19 |
delete person Isabela Fioravanti |
| 2023-07-19 |
delete person Titus Moore |
| 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 |
update person_description Evan B. Crouse => Evan B. Crouse |
| 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 person Barbara Patmon |
| 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 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 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 |
| 2022-11-27 |
insert person Marley Freeman |
| 2022-06-22 |
delete person Maggi Wall |
| 2022-06-22 |
insert person Marley Watts |
| 2022-05-22 |
update person_description Maggi Wall => Maggi Wall |
| 2022-04-20 |
insert person Maggi Wall |