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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 | 2026-02-11 |
Branch Locations
Colleyville, TX • United States
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 05/2015 | 11/2016 |
| Robertson Wealth Management, Llc. | Houston | TX | 05/2015 | 12/2016 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 06/2015 | 11/2016 |
| Synergy Business Resources | Houston | TX | 12/2016 | Present |
| Financial Gravity Wealth, Inc. | Allen | TX | 02/2019 | 12/2021 |
| Advisor Share Wealth Management | Vancouver | WA | 01/2026 | Present |
1.Donaldson Irrevocable Life Insurance Trust as a Trustee Investment Related, start date of 2/2013 Dedicates 4 hours per month in a fiduciary position. 2.Life, LTC, Disability, and Health Insurance as a Sole Proprietor Investment Related, start date of 05/2018 Dedicates 20 hours per month focusing on Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-06 |
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