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Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC
Delray Beach, 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 1, 2026 | n/a | yes | VANCOUVER, WA|Delray Beach, FL | Current employment |
| RETIREMENT INCOME ADVISORY GROUP LLC | State registered | Jul 17, 2018 | Feb 27, 2024 | no | WOODBRIDGE, NJ|Delray Beach, FL|WOODBRIDGE, NJ | Previous registration |
| USA FINANCIAL SECURITIES LLC | Independent wealth | Jul 2, 2010 | Jun 28, 2018 | no | ADA, MI|Woodbridge, NJ|Princeton Junction, NJ | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Jun 30, 2006 | Jul 23, 2010 | no | KEYPORT, NJ|LINCOLN, NE|SCOTCH PLAINS, NJ|POINT PLEASANT, NJ | Previous registration |
| CARILLON INVESTMENTS, INC. | n/a | Jun 21, 2006 | Jun 30, 2006 | no | POINT PLEASANT, NJ|POINT PLEASANT, NJ | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 21, 2002 | Jan 12, 2006 | no | NEPTUNE, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT INCOME ADVISORY GROUP LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC | Feb 27, 2024 | Jan 1, 2026 | 674 | Firm change after gap | Other |
| USA FINANCIAL SECURITIES LLC | RETIREMENT INCOME ADVISORY GROUP LLC | Jun 28, 2018 | Jul 17, 2018 | 19 | Firm change | RIA to state RIA |
| AMERITAS ADVISORY SERVICES | USA FINANCIAL SECURITIES LLC | Jul 23, 2010 | Jul 2, 2010 | -21 | Firm change | Other |
| CARILLON INVESTMENTS, INC. | AMERITAS ADVISORY SERVICES | Jun 30, 2006 | Jun 30, 2006 | 0 | Firm change | Other |
| SECURIAN FINANCIAL SERVICES, INC. | CARILLON INVESTMENTS, INC. | Jan 12, 2006 | Jun 21, 2006 | 160 | Firm change | Other |