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Advisor at ADVISORY SERVICES NETWORK
ATLANTA, GA | Spartanburg, SC
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 | Jul 14, 2026 | n/a | yes | ATLANTA, GA|Spartanburg, SC | Current employment |
| PALMETTO PRIVATE WEALTH, LLC | n/a | Feb 1, 2024 | Jul 13, 2026 | no | SPARTANBURG, SC | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 30, 2017 | Feb 12, 2024 | no | SPARTANBURG, SC|SPARTANBURG, SC|SAN DIEGO, CA | Previous registration |
| EDWARD JONES | National bd RIA | Jul 26, 2011 | Mar 31, 2017 | no | SPARTANBURG, SC|ST LOUIS, MO|SPARTANBURG, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PALMETTO PRIVATE WEALTH, LLC | ADVISORY SERVICES NETWORK | Jul 13, 2026 | Jul 14, 2026 | 1 | Firm change | Other |
| LPL FINANCIAL LLC | PALMETTO PRIVATE WEALTH, LLC | Feb 12, 2024 | Feb 1, 2024 | -11 | Firm change | Other |
| EDWARD JONES | LPL FINANCIAL LLC | Mar 31, 2017 | Mar 30, 2017 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:6413:SC:2017-03-30 | Mar 31, 2017 | Mar 30, 2017 | SPARTANBURG, SC | Firm change |