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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 2023-04-27
  • IN RA
    APPROVED
    Since 2023-04-27

Branch Locations

Fort Wayne, IN • 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
Brady Benefits & Associates, Llc Fort Wayne IN 06/2011 Present
  • 06/2011 → Present
    Brady Benefits & Associates, Llc
    Fort Wayne, IN
Other Businesses

Name of the Other Business: Brady Benefits & Associates, LLC Whether the business is Investment-Related: ?Yes ?No The address of the other business: 1731 Ruskin Ct. The nature of the other business: Employee Benefits Advisor including 401K & 403B, and Annuities Your Position/Title or relationship with the other business: President & CEO The start date of your relationship: 6/5/2011 The approximate number of hours/month you devote to the other business: 100 The number of hours you devote to the other business during securities trading hours: 80 Briefly describe your duties relating to the other business: Advise Businesses on Employee Benefits including 401K, 403B, Individual IUL's and Annuities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-12
  • S65 Uniform Investment Adviser Law Examination
    2021-05-12

View on SEC IAPD

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