DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ADVISORY SERVICES NETWORK
ATLANTA, GA | Lexington, KY
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 |
|---|---|---|---|---|---|---|
| ADVISORY SERVICES NETWORK | Independent wealth | Mar 7, 2024 | n/a | yes | Lexington, KY|ATLANTA, GA | Current employment |
| ACUITY WEALTH MANAGEMENT ADVISORS | Former SEC adviser | Jul 16, 2018 | Mar 7, 2024 | no | LEXINGTON, KY | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Aug 21, 2014 | Jul 12, 2018 | no | LEXINGTON, KY | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | May 21, 2008 | Aug 19, 2014 | no | LEXINGTON, KY|LEXINGTON, KY|LEXINGTON, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ACUITY WEALTH MANAGEMENT ADVISORS | ADVISORY SERVICES NETWORK | Mar 7, 2024 | Mar 7, 2024 | 0 | Firm change | RIA to RIA |
| ADVICE AND PLANNING SERVICES | ACUITY WEALTH MANAGEMENT ADVISORS | Jul 12, 2018 | Jul 16, 2018 | 4 | Firm change | Ibd to RIA |
| PNC WEALTH MANAGEMENT | ADVICE AND PLANNING SERVICES | Aug 19, 2014 | Aug 21, 2014 | 2 | Firm change | Other |