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Advisor Share Wealth Management, LLC CRD 307997
$377M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-05-15 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dreck Inc. Dba Montermini Investments & Insurance | Tumwater | WA | 01/2001 | Present |
| Horter Investment Management | Cincinnati | OH | 07/2017 | 05/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 05/2019 | 02/2021 |
| Corecap Advisors | Southfield | MI | 02/2021 | Present |
Dreck Inc. DBA Montermini Investments & Insurance; President; Life and Health Agency - Maintain employee benefits block of business/ Sales life, health, and annuity products; Approx. 140 hours per month; Approx. 90 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-11 |
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