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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-12-14 |
Branch Locations
New Canaan, CT • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
243 Tresser Blvd 17Th Floor, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Services Network, Llc | Atlanta | GA | 08/2016 | Present |
| Equable Investment Management, Llc | Mount Kisco | NY | 08/2016 | 03/2024 |
| Equable Investment Management, Llc | Stamford | CT | 08/2016 | Present |
Equable Investment Management, LLC Business is not investment-related. Title: Manager Business provides the administrative services for Equable Portfolio Management, A Member of Advisory Services Network, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-28 |
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