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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_RES | 2023-01-12 |
| FL | RA | APPROVED | 2021-06-08 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
270 S. Central Blvd. Suite 106, Jupiter, FL 33458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Force-E Scuba | Boca Raton | FL | 11/2011 | 11/2017 |
| Tmc Group, Inc. | Boca Raton | FL | 12/2015 | 07/2019 |
| Cs Advisors, Inc. | Boca Raton | FL | 12/2015 | 09/2019 |
| Regal Investment Advisors, Llc | Kentwood | MI | 09/2019 | 06/2021 |
| Advisory Services Network, Llc | Atlanta | GA | 06/2021 | Present |
1) Independent Insurance Agent: Independent Insurance Agent; 601 Heritage Drive, Suite 122, Jupiter, FL 33458. Selling insurance policies, Life Insurance, Health, Annuities, Medicare Supplement Insurance and Long Term Care Insurance. Start Date: October 2019. 40 hours per month approximately. Investment related activity. 2) Townsend Financial LLC: Partner in Service company since 2019; Pays expenses and partners. Not investment related. 0 hours during trading hours. 3) Rental Property: Landlord since 04/2022, maintain property and collect rent. Not investment related; 1 hr/month, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-07 |
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