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Advisor at ADVISORY SERVICES NETWORK
ATLANTA, GA | Charlotte, NC
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 | May 1, 2025 | n/a | yes | ATLANTA, GA|Charlotte, NC | Current employment |
| EXENCIAL WEALTH ADVISORS | Former SEC adviser | Jun 9, 2020 | May 30, 2025 | no | OKLAHOMA CITY, OK|Huntersville, NC | Previous registration |
| WILLINGDON WEALTH MANAGEMENT LLC | Former SEC adviser | Mar 16, 2009 | Jul 10, 2020 | no | HUNTERSVILLE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EXENCIAL WEALTH ADVISORS | ADVISORY SERVICES NETWORK | May 30, 2025 | May 1, 2025 | -29 | Firm change | RIA to RIA |
| WILLINGDON WEALTH MANAGEMENT LLC | EXENCIAL WEALTH ADVISORS | Jul 10, 2020 | Jun 9, 2020 | -31 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129613:130475:NC:2020-07-10 | Jul 10, 2020 | Jun 9, 2020 | HUNTERSVILLE, NC | Firm change after gap |