DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Consultant43 years in industry

LARRY WAYNE DYKES

Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC

VANCOUVER, WA | Indianapolis, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:21b8522d-c7b6-9fe6-a534-c550e0fac2bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 15, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISOR SHARE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 27, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Jan 27, 1983
First registration: Jan 15, 1999
Dual registered: no
IAPD individual key: 1025566

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISOR SHARE WEALTH MANAGEMENT, LLC	Independent wealth	Jul 25, 2024	n/a	yes	VANCOUVER, WA\|Indianapolis, IN	Current employment
SEQUENT PLANNING, LLC	Independent wealth	Dec 15, 2020	Jul 25, 2024	no	Indianapolis, IN\|OMAHA, NE	Previous registration
SOMERSET CPAS, P.C.	n/a	Sep 23, 2003	Dec 2, 2014	no	INDIANAPOLIS, IN	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 15, 1999	Apr 24, 2008	no	INDIANAPOLIS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEQUENT PLANNING, LLC	ADVISOR SHARE WEALTH MANAGEMENT, LLC	Jul 25, 2024	Jul 25, 2024	0	Firm change	RIA to RIA
SOMERSET CPAS, P.C.	SEQUENT PLANNING, LLC	Dec 2, 2014	Dec 15, 2020	2,205	Firm change after gap	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	SOMERSET CPAS, P.C.	Apr 24, 2008	Sep 23, 2003	-1,675	Firm change after gap	Other

Relationships

Registered with (4)

→ ADVISOR SHARE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 25, 2024 to presentfactForm ADV
→ SEQUENT PLANNING, LLCRegistered adviserregistration: previous registration
Dec 15, 2020 to Jul 25, 2024factForm ADV
→ SOMERSET CPAS, P.C.Registered adviserregistration: previous registration
Sep 23, 2003 to Dec 2, 2014factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 15, 1999 to Apr 24, 2008factForm ADV

Dated events

Occurred
Jul 25, 2024
Advisor changed firm
Larry Wayne Dykes left Sequent Planning, Llc for Advisor Share Wealth Management, Llc (registered 2024-07-25)
Form ADVobserved 4 days ago