Dennis T Song

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

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-08-16
TX	RA	APPROVED_RES	2022-02-09

AZ RA
APPROVED

Since 2023-08-16
TX RA
APPROVED_RES

Since 2022-02-09

Branch Locations

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

29008 N. Chalfen Blvd., Peoria, AZ 85383 • 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

Organization	City	State	From	To
Altria	Richmond	VA	10/2015	11/2017
Advisory Services Network, Llc	Atlanta	GA	02/2021	Present
Hertiage Wealth Advisors	Richmond	VA	09/2018	02/2021
Unemployed	Richmond	VA	12/2017	09/2018

10/2015 → 11/2017

Altria

Richmond, VA
02/2021 → Present

Advisory Services Network, Llc

Atlanta, GA
09/2018 → 02/2021

Hertiage Wealth Advisors

Richmond, VA
12/2017 → 09/2018

Unemployed

Richmond, VA

Previous Registrations

2018-10-17 → 2021-02-09

Heritage Wealth Advisors

Richmond, VA

Other Businesses

Song Capital Management - managing director since 02/2021. Facilitate and assist with tax preparation and tax compliance services. Also provide business development services. Estimate spending 5 hours per month on this activity, 1 hour during trading hours. Not investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-06-13

S65 Uniform Investment Adviser Law Examination

2018-06-13

View on SEC IAPD