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Joy Frances Deanda

Advisory Services Network

Atlanta, GA

Trophy Club, TX

CRD 4195340

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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 2023-01-19
  • TX RA
    APPROVED
    Since 2023-01-19

Branch Locations

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

Trophy Club, TX • 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
Fidelity Brokerage Services, Inc. Dallas TX 10/1999 06/2017
Charles Schwab & Co., Inc. Westlake TX 01/2019 Present
Unemployed Trophy Club TX 07/2017 12/2018
  • 10/1999 → 06/2017
    Fidelity Brokerage Services, Inc.
    Dallas, TX
  • 01/2019 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 07/2017 → 12/2018
    Unemployed
    Trophy Club, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-14
S63 Uniform Securities Agent State Law Examination 2000-08-08
  • S66 Uniform Combined State Law Examination
    2006-03-14
  • S63 Uniform Securities Agent State Law Examination
    2000-08-08
Other Names
  • Joyce Frances Palin
  • Joyce Frances Deanda

View on SEC IAPD

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