McDaniel William Clay appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. McDaniel William Clay appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WAVERLY ADVISORS, LLC | CHIEF INVESTMENT OFFICER OF PRIVATE MARKETS | BIRMINGHAM, AL |
| — | Form ADV | BT WEALTH MANAGEMENT, LLC | CHIEF INVESTMENT OFFICER | ATLANTA, GA |