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Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC
Sarasota, FL | VANCOUVER, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ADVISOR SHARE WEALTH MANAGEMENT, LLC | Independent wealth | Jan 23, 2026 | n/a | yes | VANCOUVER, WA|Sarasota, FL | Current employment |
| PLANMEMBER SECURITIES CORPORATION | Independent wealth | Jul 1, 2002 | Mar 13, 2003 | no | NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PLANMEMBER SECURITIES CORPORATION | ADVISOR SHARE WEALTH MANAGEMENT, LLC | Mar 13, 2003 | Jan 23, 2026 | 8,352 | Firm change after gap | Other |