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Blake Lawrence Paro

Advisory Services Network

Raleigh, NC

Atlanta, GA

CRD 4727299

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Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-11-20
NC RA APPROVED 2017-10-02
  • TX RA
    APPROVED_RES
    Since 2018-11-20
  • NC RA
    APPROVED
    Since 2017-10-02

Branch Locations

2245 Gateway Access Point Suite 203, Raleigh, NC 27607 • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Raleigh NC 05/2011 10/2017
Raymond James Financial Services Advisors Inc. Raleigh NC 06/2011 10/2017
Olde Raleigh Financial Group Raleigh NC 01/2015 09/2023
Advisory Services Network, Llc Atlanta GA 10/2017 Present
Calton & Associates, Inc. Raleigh NC 10/2017 Present
  • 05/2011 → 10/2017
    Raymond James Financial Services
    Raleigh, NC
  • 06/2011 → 10/2017
    Raleigh, NC
  • 01/2015 → 09/2023
    Olde Raleigh Financial Group
    Raleigh, NC
  • 10/2017 → Present
    Advisory Services Network, Llc
    Atlanta, GA
  • 10/2017 → Present
    Calton & Associates, Inc.
    Raleigh, NC
Previous Registrations
Other Businesses

No. 1) Name of Business: Paro Wealth Management. Investment related. Address: 4136 White Pine Dr., Raleigh, NC 27612. Nature of Business: IAR- Investment related. DBA Private wealth manager. Position/Title/Relationship: Employee. Start Date: 10/2017. Hours per month: 200. Hours per month during Securities trading hours: 200. Duties/Responsibilities: Private wealth manager, financial planning, Asset management. No. 2) Name of Business: Advisory Services Network, LLC. Investment related. Address: 6600 Peachtree Dunwoody Rd. Embassy Row 600, Suite 575, Atlanta, GA 30328. Nature of Business: RIA. Position/Title/Relationship: IAR. Start Date: 10/2017. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: IAR associated with ASN. No. 3) Name of Business: Insurance Agent. Investment related. Address: 4136 White Pine Dr., Raleigh, NC 27612. Nature of Business: Sale and service of insurance products including life, LTC and annuities. Investment related activity. DBA Private wealth manager. Position/Title/Relationship: Agent/Employee. Start Date: 10/2017. Hours per month: 2. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Sale and service of insurance products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-19
  • S66 Uniform Combined State Law Examination
    2005-01-19
Other Names
  • Blake L Paro

View on SEC IAPD

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