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RIA / WealthAdvisor28 years in industry

WALLACE RICHARD CARLSON

Advisor at ADVISORY SERVICES NETWORK

ATLANTA, GA | NORTH RICHLAND HILLS, TX

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Search this name across graphsid dfx:ria:459b6939-2d4e-d8e4-2555-2b68bdc03e16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 23, 2001 to Sep 14, 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: Jul 27, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jul 27, 1998
First registration: Jul 23, 2001
Dual registered: no
IAPD individual key: 3060145

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	Jan 29, 2018	n/a	yes	ATLANTA, GA\|NORTH RICHLAND HILLS, TX	Current employment
TL PRIVATE WEALTH	Independent wealth	Oct 13, 2016	Jan 29, 2018	no	Southlake, TX\|SOUTHLAKE, TX\|Southlake, TX	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Apr 26, 2005	Mar 28, 2007	no	WESTLAKE, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 23, 2001	Oct 20, 2015	no	WESTLAKE, TX	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
TL PRIVATE WEALTH	ADVISORY SERVICES NETWORK	Jan 29, 2018	Jan 29, 2018	0	Firm change	Other
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL TRUST COMPANY, FSB	Oct 20, 2015	Apr 26, 2005	-3,829	Firm change after gap	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	TL PRIVATE WEALTH	Mar 28, 2007	Oct 13, 2016	3,487	Firm change after gap	Other

Relationships

Registered with (4)

→ ADVISORY SERVICES NETWORKRegistered adviserregistration: current employment
Jan 29, 2018 to presentfactForm ADV
→ TL PRIVATE WEALTHRegistered adviserregistration: previous registration
Oct 13, 2016 to Jan 29, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 23, 2001 to Oct 20, 2015factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Apr 26, 2005 to Mar 28, 2007factForm ADV

Dated events

No dated event names this entity yet.