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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 | Jan 1, 2025 | n/a | yes | ATLANTA, GA|Lexington, KY | Current employment |
| ACUITY WEALTH MANAGEMENT ADVISORS | Former SEC adviser | Jan 5, 2022 | Aug 21, 2023 | no | LEXINGTON, KY | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Sep 8, 2021 | Dec 10, 2021 | no | DURHAM, NC | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jun 3, 2016 | Apr 1, 2021 | no | CHAPEL HILL, NC|Durham, NC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 5, 2014 | May 20, 2016 | no | SUMMERVILLE, SC|CHARLESTON, SC|SUMMERVILLE, SC|SUMMERVILLE, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ACUITY WEALTH MANAGEMENT ADVISORS | ADVISORY SERVICES NETWORK | Aug 21, 2023 | Jan 1, 2025 | 499 | Firm change after gap | RIA to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | ACUITY WEALTH MANAGEMENT ADVISORS | Dec 10, 2021 | Jan 5, 2022 | 26 | Firm change | Ibd to RIA |
| ADVICE AND PLANNING SERVICES | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 1, 2021 | Sep 8, 2021 | 160 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | ADVICE AND PLANNING SERVICES | May 20, 2016 | Jun 3, 2016 | 14 | Firm change | Other |