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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
GA RA APPROVED 2025-07-03
  • GA RA
    APPROVED
    Since 2025-07-03

Branch Locations

200 West Academy St, Gainesville, GA 30501 • 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 No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Life Concepts Gainesville GA 01/1992 Present
Bedrock Investment Advisors Scottsdale AZ 05/2018 08/2018
Gradient Advisors, Llc Arden Hills MN 08/2018 10/2018
Wealth Watch Advisors Englewood CO 03/2019 10/2019
Gradient Advisors Llc Arden Hills MN 07/2021 06/2022
Advisor Share Wealth Management Llc Vancouver WA 03/2025 Present
Previous Registrations
Other Businesses

1. Life Concepts, Inc.; Investment Related; 200 W Academy St N, Gainesville, GA 30501; Insurance Sales; Owner; Start date 12/1992; 160hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-04
S63 Uniform Securities Agent State Law Examination 1987-09-17
  • S65 Uniform Investment Adviser Law Examination
    2013-06-04
  • S63 Uniform Securities Agent State Law Examination
    1987-09-17
Other Names
  • Mack Hales

View on SEC IAPD

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