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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1. Life Concepts, Inc.; Investment Related; 200 W Academy St N, Gainesville, GA 30501; Insurance Sales; Owner; Start date 12/1992; 160hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-17 |
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