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Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC
Everett, WA | 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 | Mar 24, 2023 | n/a | yes | VANCOUVER, WA|Everett, WA | Current employment |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Aug 18, 2016 | Mar 26, 2021 | no | Grass Valley, CA|CINCINNATI, OH | Previous registration |
| TUCKER ASSET MANAGEMENT LLC | Independent wealth | Jun 10, 2016 | Aug 3, 2016 | no | Grass Valley, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORTER INVESTMENT MANAGEMENT, LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC | Mar 26, 2021 | Mar 24, 2023 | 728 | Firm change after gap | RIA to RIA |
| TUCKER ASSET MANAGEMENT LLC | HORTER INVESTMENT MANAGEMENT, LLC | Aug 3, 2016 | Aug 18, 2016 | 15 | Firm change | Other |