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Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC
Forest Lake, MN | 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 | Jun 2, 2023 | n/a | yes | Forest Lake, MN|VANCOUVER, WA | Current employment |
| GRADIENT ADVISORS, LLC | Independent wealth | Oct 7, 2022 | Jun 6, 2023 | no | Forest Lake, MN|ARDEN HILLS, MN | Previous registration |
| VIRTUE CAPITAL MANAGEMENT, LLC | Independent wealth | Feb 21, 2022 | Oct 4, 2022 | no | FOREST LAKE, MN|BRENTWOOD, TN | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Jan 9, 2014 | Mar 7, 2014 | no | MINNETONKA, MN|FOREST LAKE, MN|MINNETONKA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT ADVISORS, LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC | Jun 6, 2023 | Jun 2, 2023 | -4 | Firm change | RIA to RIA |
| VIRTUE CAPITAL MANAGEMENT, LLC | GRADIENT ADVISORS, LLC | Oct 4, 2022 | Oct 7, 2022 | 3 | Firm change | RIA to RIA |
| PARK AVENUE SECURITIES LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Mar 7, 2014 | Feb 21, 2022 | 2,908 | Firm change after gap | Other |