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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-16 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • 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 |
|---|---|---|---|---|
| Allstate Insurance Co | Wildwood | MO | 06/2013 | 07/2023 |
| Premier Personal Services Llc | St Louis | MO | 12/2013 | Present |
| Sequent Planning, Llc | St. Louis | MO | 07/2023 | Present |
| Allstate Financial Services, Llc | Chesterfield | MO | 08/2013 | 07/2023 |
| Allstate Financial Advisors, Llc | Chesterfield | MO | 01/2015 | 07/2023 |
1)PREMIER PERSONAL SERVICES LLC POSITION: Owner NATURE: I use this to pay my assistant W2 income as well as pay my business expenses INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/24/2013 ADDRESS: 5075 Clayridge Dr Apt 202, St Louis MO 63129, United States DESCRIPTION: Paying My assistant and business expenses 2) BNG INSURANCE - INSURANCE AGENT WITH ADVISORSHARE (IMO) - INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND 10 HRS/WEEK ON THIS ACTIVITY, DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-30 |
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