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David Edward Paulukaitis

Advisory Services Network

Atlanta, GA

CRD 729689

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-07-07
GA RA APPROVED 2009-10-30
  • TX RA
    APPROVED_RES
    Since 2011-07-07
  • GA RA
    APPROVED
    Since 2009-10-30

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mainstay Capital Mkts Consultants, Inc. Atlanta GA 04/2005 Present
Advisory Services Network, Llc Atlanta GA 07/2007 Present
  • 04/2005 → Present
    Mainstay Capital Mkts Consultants, Inc.
    Atlanta, GA
  • 07/2007 → Present
    Advisory Services Network, Llc
    Atlanta, GA
Other Businesses

MAINSTAY CAPITAL MARKETS CONSULTANTS, INC. - 900 ASHWOOD PARKWAY, SUITE 500, ATLANTA, GA. OWNER & CONSULTANT SINCE 04/2005. CONSULTING IS INVESTMENT-RELATED. APPROX. 20-30 HRS/WK DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-09
  • S65 Uniform Investment Adviser Law Examination
    2009-10-09
Other Names
  • Dave Paulukaitis

View on SEC IAPD

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