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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-07 |
| TX | RA | APPROVED | 2022-01-03 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Boynton Beach,, FL • United States
501 South Flagler Drive Suite 300, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barclays Capital Inc. | Palm Beach | FL | 08/2012 | 12/2021 |
| Stifel, Nicolaus & Company, Incorporated | Palm Beach | FL | 12/2015 | 12/2021 |
| Advisory Services Network, Llc | Atlanta | GA | 01/2022 | Present |
| Calton & Associates, Inc | Tampa | FL | 01/2022 | 09/2022 |
| Calton & Associates, Inc | Tampa | FL | 09/2025 | Present |
1. Andesite Investment Partners; 8282 South Rd, Boynton Beach, FL 33462; Real estate investments; Partner; 08/06/2021; 1 Hour per Day; Not During Securities Trading Hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-02 |
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