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Current Employers
Advisor Share Wealth Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-05
NJ RA APPROVED 2025-06-26
  • TX RA
    APPROVED_RES
    Since 2025-11-05
  • NJ RA
    APPROVED
    Since 2025-06-26

Branch Locations

Westmont, NJ • United States

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2014 → 12/2016
    Mutual Of Omaha Insurance Company
    Marlton, NJ
  • 09/2014 → 12/2016
    Mutual Of Omaha Investor Services
    Marlton, NJ
  • 11/2016 → 04/2017
    Universe (Aon) Workplace
    Hammonton, NJ
  • 05/2017 → 08/2023
    Palm Beach Gardens, FL
  • 09/2023 → 05/2025
    Montpelier, VT
  • 08/2023 → 05/2025
    National Life Group
    Marlton, NJ
  • 05/2025 → Present
    Vancouver, WA
Previous Registrations
Other Businesses

*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%

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-08
S63 Uniform Securities Agent State Law Examination 2017-02-13
  • S65 Uniform Investment Adviser Law Examination
    2021-01-08
  • S63 Uniform Securities Agent State Law Examination
    2017-02-13
Other Names
  • Jay Silvagni

View on SEC IAPD

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