DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC
VANCOUVER, WA | Rochester, IN
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 16, 2024 | n/a | yes | VANCOUVER, WA|Rochester, IN | Current employment |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Jun 17, 2019 | Oct 1, 2024 | no | WHEATON, IL|Rochester, IN|Fishers, IN|Rochester, IN | Previous registration |
| TRIUMPH WEALTH ADVISORS, INC. | Former SEC adviser | Aug 4, 2015 | Jul 1, 2019 | no | ROCHESTER, IN|ACWORTH, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE CAPITAL MANAGEMENT LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC | Oct 1, 2024 | Oct 16, 2024 | 15 | Firm change | RIA to RIA |
| TRIUMPH WEALTH ADVISORS, INC. | BROOKSTONE CAPITAL MANAGEMENT LLC | Jul 1, 2019 | Jun 17, 2019 | -14 | Firm change | RIA to RIA |