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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
| IA | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED_RES | 2025-01-02 |
Branch Locations
707 E Elk Ave, Ste 2, Elizabethton, TN 37643 • United States
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
3 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 |
|---|---|---|---|---|
| Massmutual | Rockford | IL | 07/2005 | 09/2016 |
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2011 | 09/2016 |
| Ohio National Financial Services | Cincinnati | OH | 03/2011 | 09/2016 |
| Regulus Advisors, Llc | Kentwood | MI | 09/2016 | 11/2019 |
| Regal Investment Advisors, Llc | Kentwood | MI | 09/2016 | 11/2019 |
| Vanderbilt Securities, Llc | Woodbury | NY | 11/2019 | 07/2022 |
| Vanderbilt Advisory Services, Llc | Woodbury | NY | 11/2019 | 07/2022 |
| First Advisors National, Llc | Atlanta | GA | 07/2022 | 01/2025 |
| Advisor Share Wealth Management | Vancouver | WA | 01/2025 | Present |
Stillwater Financial, LLC - Owner & Financial Health Coach; Insurance sales: Life, Disability, P&C, Health Ins.; work with families to implement financial and insurance strategies; time spent during regular business hours 50%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-22 |
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