Karl Joseph Korade

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 09/2020
  Securities Service Network
  Knoxville, TN
• 09/2020 → 06/2024
  Securities America, Inc.
  Frederick, MD
• 09/2020 → 11/2024
  Arbor Point Advisors
  Frederick, MD
• 06/2024 → 01/2025
  Osaic Wealth, Inc.
  Frederick, MD
• 11/2024 → 01/2025
  Osaic Advisory Services, Llc
  Atlanta, GA
• 01/2025 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Previous Registrations

• 2024-11-08 → 2025-02-12
  Osaic Advisory Services, Llc
  Atlanta, GA
• 2020-09-18 → 2024-11-08
  Arbor Point Advisors
  Frederick, MD
• 2010-01-14 → 2020-09-18
  Ssn Advisory, Inc.
  Frederick, MD
• 2000-01-24 → 2009-12-31
  Medallion Advisory Services, Llc
  Rockville, MD
• 2004-05-10 → 2004-09-07
  Wilbanks Securities Advisory
  Rockville, MD

Other Businesses

NAME: KARL J KORADE, CPA, CDFA POSITION: owner. NATURE: CPA, CDFA. START DATE: 06/30/1994. NUMBER OF HOURS PER MONTH: 40 SECURITIES TRADING HOURS: 20 INVESTMENT RELATED: No ADDRESS: 3 West Church Street, Frederick MD 21701, United States DESCRIPTION: Accounting, tax services and income work for small businesses and individuals.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-03-08
• S65 Uniform Investment Adviser Law Examination
  1995-03-08