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RIA / WealthAdvisor24 years in industry

ROBERT RICHARD WOLF

Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC

VANCOUVER, WA | McKinney, TX

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Search this name across graphsid dfx:ria:502432fa-2bb4-e381-73a5-f6cfb5c33c30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 11, 2016 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: Dec 28, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 5
Exams: S65|S63
First exam: Dec 28, 2001
First registration: Jan 11, 2016
Dual registered: no
Other names: BOB WOLF
IAPD individual key: 4456453

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	Jun 3, 2025	n/a	yes	McKinney, TX\|VANCOUVER, WA	Current employment
FIRST ADVISORS NATIONAL, LLC	Independent wealth	Mar 16, 2020	Jun 2, 2021	no	Orange, CA	Previous registration
TF WEALTH MANAGEMENT, LLC	n/a	Mar 5, 2018	Jan 31, 2025	no	MCKINNEY, TX\|MCKINNEY, TX\|MCKINNEY, TX	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	May 15, 2017	Feb 15, 2018	no	GARDENA, CA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 5, 2016	May 4, 2017	no	TUSTIN, CA\|TUSTIN, CA\|NAPLES, FL	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Jan 11, 2016	Dec 2, 2016	no	Santa Ana, CA\|CINCINNATI, OH\|Tustin, CA	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
TF WEALTH MANAGEMENT, LLC	FIRST ADVISORS NATIONAL, LLC	Jan 31, 2025	Mar 16, 2020	-1,782	Firm change after gap	Other
FIRST ADVISORS NATIONAL, LLC	ADVISOR SHARE WEALTH MANAGEMENT, LLC	Jun 2, 2021	Jun 3, 2025	1,462	Firm change after gap	RIA to RIA
SAGEPOINT FINANCIAL, INC.	TF WEALTH MANAGEMENT, LLC	Feb 15, 2018	Mar 5, 2018	18	Firm change	Other
WOODBURY FINANCIAL SERVICES, INC.	SAGEPOINT FINANCIAL, INC.	May 4, 2017	May 15, 2017	11	Firm change	Other
HORTER INVESTMENT MANAGEMENT, LLC	WOODBURY FINANCIAL SERVICES, INC.	Dec 2, 2016	Dec 5, 2016	3	Firm change	Other

Relationships

Registered with (6)

→ ADVISOR SHARE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 3, 2025 to presentfactForm ADV
→ TF WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 5, 2018 to Jan 31, 2025factForm ADV
→ FIRST ADVISORS NATIONAL, LLCRegistered adviserregistration: previous registration
Mar 16, 2020 to Jun 2, 2021factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
May 15, 2017 to Feb 15, 2018factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 5, 2016 to May 4, 2017factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 11, 2016 to Dec 2, 2016factForm ADV

Dated events

Occurred
Jan 31, 2025
Advisor changed firm
Robert Richard Wolf left Tf Wealth Management, Llc for First Advisors National, Llc (registered 2020-03-16)
Form ADVobserved 4 days ago