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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 |
|---|---|---|---|
| ME | RA | APPROVED | 2021-07-07 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Newburgh, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aos 94 | Dexter | ME | 08/2013 | 04/2018 |
| Clear Path Financial Services | Bangor | ME | 04/2018 | 01/2023 |
| Advisory Services Network, Llc | Atlanta | GA | 04/2021 | Present |
1) Live Simple Blooms: Floral Design and Flower Farm; Owner since 04/2025; Number of Hours: 10 per month, none during trading hours. Investment Related: No 2) Crosswind Investment Management, PLLC: Owner, service company for advisory practice since 09/2024. Time spent: less than 1 hour per month, 0 during trading hours. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-25 |
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