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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
IN RA APPROVED 2024-07-25
  • IN RA
    APPROVED
    Since 2024-07-25

Branch Locations

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

931 E. 86Th Street Suite 102, Indianapolis, IN 46240 • 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
General American Life Ins Co St. Louis MO 04/1988 Present
Hr Cloud Llc Dba Skyview Partners Indianapolis IN 02/2013 Present
Sequent Planning, Llc Indianapolis IN 11/2020 Present
Advisor Share Wealth Management, Llc Vancouver WA 07/2024 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-01-27
  • S63 Uniform Securities Agent State Law Examination
    1983-01-27
Designations

View on SEC IAPD

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