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RIA / WealthAdvisor20 years in industry

EDWARD MATTHEW EGLISKIS

Advisor at ADVISORY SERVICES NETWORK

ATLANTA, GA | SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:77424e19-cf38-4f0f-8988-05b8294027fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2010 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: Nov 15, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 15, 2005
First registration: Sep 1, 2010
Dual registered: no
Other names: EDWARD M EGLISKIS|MATTHEW EGLISKIS
IAPD individual key: 5035040

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	Feb 11, 2015	n/a	yes	SAN ANTONIO, TX\|ATLANTA, GA	Current employment
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Mar 17, 2014	Jan 15, 2015	no	SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 22, 2012	Mar 4, 2014	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Sep 1, 2010	Oct 19, 2012	no	SAN ANTONIO, 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
UNITED CAPITAL FINANCIAL ADVISORS	ADVISORY SERVICES NETWORK	Jan 15, 2015	Feb 11, 2015	27	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UNITED CAPITAL FINANCIAL ADVISORS	Mar 4, 2014	Mar 17, 2014	13	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 19, 2012	Oct 22, 2012	3	Firm change	Other

Relationships

Registered with (4)

→ ADVISORY SERVICES NETWORKRegistered adviserregistration: current employment
Feb 11, 2015 to presentfactForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Mar 17, 2014 to Jan 15, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 22, 2012 to Mar 4, 2014factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 1, 2010 to Oct 19, 2012factForm ADV

Dated events

No dated event names this entity yet.