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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

ADAM JAMES MAKKAI

Advisor at ADVISORY SERVICES NETWORK

Castle Rock, CO | ATLANTA, GA

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Search this name across graphsid dfx:ria:44f03c25-ca16-ba34-6acf-0bb94756a7d5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 7, 2005 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISORY SERVICES NETWORK
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 6, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Nov 6, 1999
First registration: Jul 7, 2005
Dual registered: no
IAPD individual key: 4025159

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISORY SERVICES NETWORK	Independent wealth	Nov 15, 2018	n/a	yes	ATLANTA, GA\|Castle Rock, CO	Current employment
NORTHWEST ASSET MANAGEMENT	Independent wealth	Jun 12, 2018	Oct 23, 2018	no	CASTLE ROCK, CO\|MERCER ISLAND, WA	Previous registration
WESTERN WEALTH MANAGEMENT LLC	Independent wealth	Jun 28, 2016	Jun 26, 2018	no	GREENWOOD VILLAGE, CO	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Dec 12, 2009	no	LONE TREE, CO\|LONE TREE, CO\|GREENWOOD VILLAGE, CO	Previous registration
GALLACHER CAPITAL MANAGEMENT, LLC	Independent wealth	Aug 25, 2009	Jul 5, 2016	no	LONE TREE, CO	Previous registration
MUTUAL SERVICE CORPORATION	n/a	Jul 7, 2005	Sep 8, 2009	no	GREENWOOD VILLAGE, CO\|GREENWOOD VILLAGE, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NORTHWEST ASSET MANAGEMENT	ADVISORY SERVICES NETWORK	Oct 23, 2018	Nov 15, 2018	23	Firm change	RIA to RIA
WESTERN WEALTH MANAGEMENT LLC	NORTHWEST ASSET MANAGEMENT	Jun 26, 2018	Jun 12, 2018	-14	Firm change	RIA to RIA
GALLACHER CAPITAL MANAGEMENT, LLC	LPL FINANCIAL LLC	Jul 5, 2016	Sep 8, 2009	-2,492	Firm change after gap	Other
LPL FINANCIAL LLC	WESTERN WEALTH MANAGEMENT LLC	Dec 12, 2009	Jun 28, 2016	2,390	Firm change after gap	Other
MUTUAL SERVICE CORPORATION	GALLACHER CAPITAL MANAGEMENT, LLC	Sep 8, 2009	Aug 25, 2009	-14	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
113189:6413:CO:2016-07-05	Jul 5, 2016	Sep 8, 2009	LONE TREE, CO	Firm change after gap

Relationships

Registered with (6)

→ ADVISORY SERVICES NETWORKRegistered adviserregistration: current employment
Nov 15, 2018 to presentfactForm ADV
→ NORTHWEST ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jun 12, 2018 to Oct 23, 2018factForm ADV
→ WESTERN WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 28, 2016 to Jun 26, 2018factForm ADV
→ GALLACHER CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 25, 2009 to Jul 5, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Dec 12, 2009factForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Jul 7, 2005 to Sep 8, 2009factForm ADV

Dated events

No dated event names this entity yet.