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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| NJ | RA | APPROVED | 2025-06-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Marlton | NJ | 04/2014 | 12/2016 |
| Mutual Of Omaha Investor Services | Marlton | NJ | 09/2014 | 12/2016 |
| Universe (Aon) Workplace | Hammonton | NJ | 11/2016 | 04/2017 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 05/2017 | 08/2023 |
| Equity Services Inc | Montpelier | VT | 09/2023 | 05/2025 |
| National Life Group | Marlton | NJ | 08/2023 | 05/2025 |
| Advisor Share Wealth Management Llc | Vancouver | WA | 05/2025 | Present |
*EVOLUTION FINANCIAL GROUP,1108 BARCLAY BLVD,SUITE C-D,MARLTON, NJ 08053,09/2023,ONGOING,INV REL,INSURANCE,AGENT,DURING TRD/HRS,75% *A FINANCIAL ROAD MAP,01/01/2019,ONGOING,INV REL,DURING TRD/HRS,INFORMATIONAL WEBSITE,REF RETIREMENT TOPICS,0% . *MAUI WEALTH SOLUTIONS LLC,07/2025,ONGOING,INV REL,BRANDING/MARKETING PLATFORM,NO CLIENT FEES,NOT REVENUE GENERATING,DURING TRD/HRS,5% . *FEDERAL RETIREMENT INCOME PLANNERS,07/2025,ONGOING,INV REL,FEDERAL RETIREMENT EDUCATION,INSURANCE/ANNUITIES VIA IMO,DURING TRD/HRS,15%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-13 |
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