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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 | 2025-04-14 |
| TN | RA | APPROVED | 2025-04-09 |
| IL | RA | APPROVED | 2025-04-08 |
| WI | RA | APPROVED | 2025-04-08 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
707 E. Elk Ave Suite 2, Elizabethton, TN 37643 • United States
Kingsport, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisor Share Wealth Management Llc | Vancouver | WA | 04/2025 | Present |
| Independent Insurance Agent | Johnson City/Kingsport | TN | 04/2023 | Present |
| Clarkdietrich | Mcdonough | GA | 02/2008 | 08/2022 |
| Retired/Travel/Relocating | Mcdonough | GA | 09/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-13 |
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