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Advisory Services Network CRD 146051
$10.6B regulatory AUM 49 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-06 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2011 | 06/2023 |
| Advisory Services Network, Llc | Atlanta | GA | 06/2023 | Present |
1) Insurance Agent: selling life insurance and fixed annuities. 40 hours a month are devoted to this business, none during trading hours. Investment related activity. 2) APREMIER Consulting: Founder, not investment related. I spend 10 hours a week none during trading hours. I develop coaching and training products to help businesses optimize their current processes and procedures to help optimize their employees and profit. 3) Lester's Shop: owner of auto repair shop since 05/2023; duties include review of financials, meet with shop operator. I spend 10 hours a week none during trading hours. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-04 |
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