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Current Employers
Advisor Share Wealth Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

Folsom, CA • United States

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • 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
Virtue Capital Management, Llc Brentwood TN 11/2019 05/2020
Self Employed Folsom CA 05/2001 Present
Fusion Capital Management Dallas TX 05/2020 04/2023
Redwood Private Wealth, Llc Folsom CA 04/2023 06/2023
Engineered Financial Solutions Folsom CA 08/2020 Present
Advisor Share Wealth Management Llc Vancouver WA 06/2023 Present
  • 11/2019 → 05/2020
    Brentwood, TN
  • 05/2001 → Present
    Self Employed
    Folsom, CA
  • 05/2020 → 04/2023
    Fusion Capital Management
    Dallas, TX
  • 04/2023 → 06/2023
    Redwood Private Wealth, Llc
    Folsom, CA
  • 08/2020 → Present
    Engineered Financial Solutions
    Folsom, CA
  • 06/2023 → Present
    Vancouver, WA
Previous Registrations
  • 2023-04-14 → 2023-06-09
    Redwood Private Wealth
    Phoenix, AZ
    Folsom, CA
  • 2020-05-19 → 2023-04-11
    Folsom, CA
  • 2019-11-04 → 2020-04-22
    Reno, NV
    Folsom, CA
    Folsom, CA
    Brentwood, TN
  • 2008-01-07 → 2009-09-17
    Investment Advisors International, Inc.
    El Dorado Hills, CA
    Johns Creek, GA
    Fairfield, CA
  • 2002-04-01 → 2007-11-09
    Waddell & Reed
    Sacramento, CA
    Sacramento, CA
Other Businesses

1. Licensed Insurance Producer: Investment Related; 301 Natoma Street, Suite 106, Folsom CA 95630; Life, Health & Fixed Insurance Products start date: 08/2020; Hours Per Month: 40; Hours During Trading: 20

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-01
S66 Uniform Combined State Law Examination 2002-03-27
  • S65 Uniform Investment Adviser Law Examination
    2019-11-01
  • S66 Uniform Combined State Law Examination
    2002-03-27

View on SEC IAPD

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