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Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC
VANCOUVER, WA | GRAND RAPIDS, MI | Hudsonville, MI
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 16, 2026 | n/a | yes | Hudsonville, MI|VANCOUVER, WA | Current employment |
| AI ALPHA LLC | Asset manager | Mar 14, 2025 | n/a | yes | GRAND RAPIDS, MI | Current employment |
| WEALTHSPAN INVESTMENT MANAGEMENT, LLC | Independent wealth | Aug 9, 2023 | n/a | yes | GRAND RAPIDS, MI | Current employment |
| BROOKSTONE ASSET MANAGEMENT, LLC | Asset manager | Jan 6, 2015 | Dec 31, 2021 | no | WHEATON, IL | Previous registration |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Jan 6, 2015 | Aug 2, 2023 | no | JENISON, MI|WHEATON, IL | Previous registration |
| ADVISORY ALPHA, LLC | Independent wealth | Jul 1, 2014 | Nov 7, 2014 | no | HOLLAND, MI | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Jan 3, 2013 | May 12, 2014 | no | GREENWOOD VILLAGE, CO|CALEDONIA, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | WEALTHSPAN INVESTMENT MANAGEMENT, LLC | Aug 2, 2023 | Aug 9, 2023 | 7 | Firm change | Other |
| BROOKSTONE ASSET MANAGEMENT, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Dec 31, 2021 | Jan 6, 2015 | -2,551 | Channel change | Other |
| ADVISORY ALPHA, LLC | BROOKSTONE ASSET MANAGEMENT, LLC | Nov 7, 2014 | Jan 6, 2015 | 60 | Firm change | Other |
| CETERA ADVISORS LLC | ADVISORY ALPHA, LLC | May 12, 2014 | Jul 1, 2014 | 50 | Firm change | Other |