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RIA / WealthAdvisorCertified Financial Planner19 years in industry

MARK ALAN BARE

Advisor at GOLDEN PINE ADVISORY, LLC

PINEHURST, NC

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Search this name across graphsid dfx:ria:a22039df-8b03-ded6-5d31-afbb3396ce7b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 14, 2007 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: GOLDEN PINE ADVISORY, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 7, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 7, 2007
First registration: Sep 14, 2007
Dual registered: no
IAPD individual key: 5377749

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
GOLDEN PINE ADVISORY, LLC	State registered	Mar 16, 2026	n/a	yes	PINEHURST, NC	Current employment
WEALTHSHIELD PARTNERS, LLC	Independent wealth	Nov 14, 2017	Apr 17, 2026	no	Pinehurst, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 12, 2008	Nov 14, 2017	no	PINEHURST, NC	Previous registration
EDWARD JONES	National bd RIA	Sep 14, 2007	Mar 13, 2008	no	PINEHURST, NC\|ST LOUIS, MO	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
WEALTHSHIELD PARTNERS, LLC	GOLDEN PINE ADVISORY, LLC	Apr 17, 2026	Mar 16, 2026	-32	Firm change after gap	RIA to state RIA
WELLS FARGO ADVISORS	WEALTHSHIELD PARTNERS, LLC	Nov 14, 2017	Nov 14, 2017	0	Firm change	Other
EDWARD JONES	WELLS FARGO ADVISORS	Mar 13, 2008	May 12, 2008	60	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ GOLDEN PINE ADVISORY, LLCRegistered adviserregistration: current employment
Mar 16, 2026 to presentfactForm ADV
→ WEALTHSHIELD PARTNERS, LLCRegistered adviserregistration: previous registration
Nov 14, 2017 to Apr 17, 2026factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 12, 2008 to Nov 14, 2017factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 14, 2007 to Mar 13, 2008factForm ADV

Dated events

Occurred
Apr 17, 2026
Advisor changed firm
Mark Alan Bare left Wealthshield Partners, Llc for Golden Pine Advisory, Llc (registered 2026-03-16)
Form ADVobserved 4 days ago