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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 |
| LA | RA | APPROVED | 2020-10-20 |
| GA | RA | APPROVED | 2016-05-26 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
One Sugarloaf Centre 1960 Satellite Blvd, Suite 2200, Duluth, GA 30097 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Services Network, Llc | Atlanta | GA | 05/2016 | Present |
| Calton & Associates, Inc | Tampa | FL | 05/2016 | 06/2017 |
DAVID CROSS: INDEPENDENT INSURANCE AGENT INVESTMENT RELATED: Y START DATE OF RELATIONSHIP: 11/1993 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: SALES AND SERVICE OF ANNUITIES, LIFE, LTC & DISABILITY INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-01 |
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