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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 |
|---|---|---|---|
| WV | RA | APPROVED | 2024-01-26 |
Branch Locations
1233 Main Street Suite 2001, Wheeling, WV 26003 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Brokerage Services, Inc. | Parkersburg | WV | 01/2013 | 01/2024 |
| Advisory Services Network, Llc | Atlanta | GA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-16 |
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