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Advisor at ADVISORY SERVICES NETWORK
Leominster, MA | ATLANTA, GA
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 18, 2025 | n/a | yes | Leominster, MA|ATLANTA, GA | Current employment |
| SUDBURY WEALTH MANAGEMENT, INC | n/a | Jul 15, 2009 | Dec 31, 2010 | no | SUDBURY, MA | Previous registration |
| WELLESLEY ASSET MANAGEMENT, INC. | Mixed wealth | Apr 14, 1994 | Aug 15, 2024 | no | WELLESLEY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLESLEY ASSET MANAGEMENT, INC. | SUDBURY WEALTH MANAGEMENT, INC | Aug 15, 2024 | Jul 15, 2009 | -5,510 | Firm change after gap | Other |
| SUDBURY WEALTH MANAGEMENT, INC | ADVISORY SERVICES NETWORK | Dec 31, 2010 | Mar 18, 2025 | 5,191 | Firm change after gap | Other |