William Davis Madara

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
NH	RA	APPROVED	2023-01-18
TX	RA	APPROVED_RES	2023-01-12
NJ	RA	APPROVED	2016-12-08

NH RA
APPROVED

Since 2023-01-18
TX RA
APPROVED_RES

Since 2023-01-12
NJ RA
APPROVED

Since 2016-12-08

Branch Locations

505 S. Lenola Road Suite 110, Moorestown, NJ 08057 • United States

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

Disclosures

1 disclosure category 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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Advisory Services Network, Llc	Atlanta	GA	08/2016	09/2016
Advisory Services Network, Llc	Atlanta	GA	11/2016	Present

08/2016 → 09/2016

Advisory Services Network, Llc

Atlanta, GA
11/2016 → Present

Advisory Services Network, Llc

Atlanta, GA

Previous Registrations

2016-09-01 → 2016-09-20

Advisory Services Network

Moorestown, NJ

Atlanta, GA
2009-12-23 → 2016-08-31

B. Riley Wealth Advisors, Inc.

Moorestown, NJ
2004-11-01 → 2009-12-24

Gunnallen Financial, Inc

Scottsdale, AZ

Tampa, FL

Moorestown, NJ

Moorestown, NJ
2005-03-31 → 2009-03-12

Unified Wealth Management, Llc

Moorestown, NJ
2003-03-19 → 2004-12-09

Osaic Wealth, Inc.

Cinnaminson, NJ

Other Businesses

1)APEX TAX ADVISORS, LLC: INVESTMENT RELATED- MOORESTOWN, NJ; TAX PREP POSITION; PARTNER; START DATE - 11/1/2004; HRS/WEEK - JAN -APR 15 - 90 # HOURS TRADING WEEK - DEPENDS ON TIME OF YEAR; TAX PREP 2)INDEPENDENT INSURANCE AGENT: MOORESTOWN, NJ; AGENT SINCE MARCH 2011; 5 HOURS A MONTH / ZERO DURING TRADING HOURS. LIFE/ LTC/ DISABILITY INSURANCE SALES; INVESTMENT RELATED ACTIVITY. (3) APEX CAPITAL WEALTH MANAGEMENT LLC DBA FOR INVESTMENT BUSINESS. PARTNER/MEMBER SINCE 09/2016. APPROX. 150 HRS. PER MONTH, 130 HRS DURING TRADING.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-12-17
S63	Uniform Securities Agent State Law Examination	1994-02-15

S65 Uniform Investment Adviser Law Examination

2002-12-17
S63 Uniform Securities Agent State Law Examination

1994-02-15

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Bill Davis Madara

View on SEC IAPD