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Advisor at ADVISORY SERVICES NETWORK
Alexandria, VA | 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 | Apr 16, 2024 | n/a | yes | ATLANTA, GA|Alexandria, VA|ATLANTA, GA | Current employment |
| ATEGRA CAPITAL MANAGEMENT, LLC | Asset manager | Nov 30, 2017 | Apr 15, 2024 | no | VIENNA, VA | Previous registration |
| 1ST PORTFOLIO WEALTH ADVISORS | Former SEC adviser | Sep 11, 2015 | Nov 2, 2017 | no | FAIRFAX, VA | Previous registration |
| 1ST PORTFOLIO WEALTH ADVISORS | Former SEC adviser | Jul 3, 2012 | Aug 25, 2015 | no | FAIRFAX, VA | Previous registration |
| BLUEMONT CAPITAL ADVISORS, LLC | Former SEC adviser | Apr 6, 2011 | Jun 21, 2012 | no | VIENNA, VA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 6, 2003 | Mar 11, 2011 | no | Washington, DC|ALEXANDRIA, VA|Alexandria, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ATEGRA CAPITAL MANAGEMENT, LLC | ADVISORY SERVICES NETWORK | Apr 15, 2024 | Apr 16, 2024 | 1 | Firm change | RIA to RIA |
| 1ST PORTFOLIO WEALTH ADVISORS | ATEGRA CAPITAL MANAGEMENT, LLC | Nov 2, 2017 | Nov 30, 2017 | 28 | Firm change | Other |
| 1ST PORTFOLIO WEALTH ADVISORS | 1ST PORTFOLIO WEALTH ADVISORS | Aug 25, 2015 | Sep 11, 2015 | 17 | Channel change | Other |
| BLUEMONT CAPITAL ADVISORS, LLC | 1ST PORTFOLIO WEALTH ADVISORS | Jun 21, 2012 | Jul 3, 2012 | 12 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | BLUEMONT CAPITAL ADVISORS, LLC | Mar 11, 2011 | Apr 6, 2011 | 26 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164245:146051:VA:2024-04-08 | Apr 15, 2024 | Apr 16, 2024 | VIENNA, VA | Firm change |
| 134901:269855:VA:2015-08-25 | Aug 25, 2015 | Sep 11, 2015 | FAIRFAX, VA | Firm change |