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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Sarasota, FL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisor Share Wealth Management Llc | Vancouver | WA | 10/2025 | Present |
| Allied Elite Financial | Tucson | AZ | 04/2018 | Present |
| Risk & Tax Mitigation Solutions, Inc. | Sarasota | FL | 04/2018 | Present |
| Independent Life And Annuity Agent | Thousand Oaks | CA | 12/2004 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-19 |
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