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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
IL RA APPROVED 2026-08-07
FL RA APPROVED 2026-08-04
  • IL RA
    APPROVED
    Since 2026-08-07
  • FL RA
    APPROVED
    Since 2026-08-04

Branch Locations

Naples, FL • United States

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

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Horter Investment Management Cincinnati OH 05/2016 06/2019
Simplicity Bartlett IL 03/2016 Present
Virtue Capital Management, Llc Brentwood TN 07/2019 04/2026
Advisorshare Detroit MI 09/2021 Present
Advisor Share Wealth Management, Llc Vancouver WA 04/2026 Present
Previous Registrations
Other Businesses

(1) SIMPLICITY , Title: AGENT, Description: PROVIDING LIFE AND ANNUITY PRODUCTS, Start Date: 03-01-2016, Address: Antioch, IL , Investment-related? NO, Hours per month: 5, During trading hours: 0 (2) ADVISORSHARE , Title: AGENT, Description: PROVIDING LIFE AND ANNUITY PRODUCTS, Start Date: 09-20-2021, Address: 20060 CANTERBURY RD DETROIT MI 48821 , Investment-related? NO, Hours per month: 5, During trading hours: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-13
S63 Uniform Securities Agent State Law Examination 2013-11-14
  • S65 Uniform Investment Adviser Law Examination
    2016-02-13
  • S63 Uniform Securities Agent State Law Examination
    2013-11-14

View on SEC IAPD

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