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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 | 2026-08-06 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
6209 Colleyville Blvd, Colleyville, TX 76034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisor Share Wealth Management, Llc | Vancouver | WA | 01/2026 | Present |
| The Benefit Link, Inc. | Colleyville | TX | 01/2010 | Present |
CEO of The Benefit Link, Inc. located at 6209 Colleyville Blvd, Colleyville TX 76034 . This is a non-investment-related annuities, health, and life insurance agency, where relationship began on 01/01/1989. Devote approximately 5 hours per month to this entity, with 0 hours during standard securities trading hours. Corporate responsibilities include acting as CEO overseeing administrative operations for the insurance agency, and serving as president for an affiliated real estate development project.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
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