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Carter Spaulding Collins

Advisory Services Network

Charlotte, NC

Atlanta, GA

CRD 8210995

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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
NC RA APPROVED 2026-01-23
  • NC RA
    APPROVED
    Since 2026-01-23

Branch Locations

Charlotte, NC • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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
Dsp Wealth Strategies Alexandria VA 04/2025 Present
Advisory Services Network, Llc Atlanta GA 01/2026 Present
Ballantyne Country Club Ballantyne NC 05/2024 Present
Trading Composure Montreal 08/2024 10/2025
East Chapel Hill High School Chapel Hill NC 01/2015 06/2017
Davidson College Davidson NC 07/2017 12/2021
Murray State University Murray KY 01/2022 04/2022
Unemployed Chapel Hill NC 05/2022 05/2024
  • 04/2025 → Present
    Dsp Wealth Strategies
    Alexandria, VA
  • 01/2026 → Present
    Advisory Services Network, Llc
    Atlanta, GA
  • 05/2024 → Present
    Ballantyne Country Club
    Ballantyne, NC
  • 08/2024 → 10/2025
    Trading Composure
    Montreal
  • 01/2015 → 06/2017
    East Chapel Hill High School
    Chapel Hill, NC
  • 07/2017 → 12/2021
    Davidson College
    Davidson, NC
  • 01/2022 → 04/2022
    Murray State University
    Murray, KY
  • 05/2022 → 05/2024
    Unemployed
    Chapel Hill, NC
Other Businesses

Name Other Business; Ballantyne Country Club; Investment Related: No; Other Business Address: 11120 Ballantyne Crossing Avenue, Charlotte, NC, 28277; Nature Of Other Business; Country Club; Position; Gym Attendant; Relationship With Other Business: Clean Gym; Start Date: 05/2024; Approximate Number Hours Per Month To Other Business: 75 Hours; Number Of Hours During Securities Trading: 0; Brief Description Of Duties: Cleaning Gym

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-23
  • S65 Uniform Investment Adviser Law Examination
    2026-01-23

View on SEC IAPD

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