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Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC
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 | Oct 19, 2020 | n/a | yes | VANCOUVER, WA | Current employment |
| PEACE OF MIND WEALTH MANAGEMENT | Former SEC adviser | Dec 1, 2021 | Jun 29, 2023 | no | St. Joseph, MI|BRIGHTON, MI | Previous registration |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Apr 11, 2014 | Aug 27, 2020 | no | ST. JOSEPH, MI|CINCINNATI, OH|St. Joseph, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PEACE OF MIND WEALTH MANAGEMENT | n/a | Jun 29, 2023 | n/a | n/a | Departure no registered destination | Departure |
| HORTER INVESTMENT MANAGEMENT, LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC | Aug 27, 2020 | Oct 19, 2020 | 53 | Firm change | RIA to RIA |