DFX Intelligence

Data Factory

RIA / WealthAdvisor17 years in industry

TONY LEE ADKISON

Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC

Mansfield, TX | VANCOUVER, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d0b1089f-73a8-9b47-3e10-8d7f710e7b46

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 30, 2011 to Sep 15, 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: ADVISOR SHARE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 26, 2011
First registration: Sep 30, 2011
Dual registered: no
IAPD individual key: 5860007

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
ADVISOR SHARE WEALTH MANAGEMENT, LLC	Independent wealth	May 13, 2026	n/a	yes	Mansfield, TX\|VANCOUVER, WA	Current employment
STEWARDSHIP ADVISORY GROUP, LLC	Independent wealth	Mar 28, 2013	Jun 9, 2026	no	MANSFIELD, TX\|CLERMONT, FL	Previous registration
STEWARDSHIP LEGACY COACHING, LLC	n/a	Feb 7, 2013	Mar 26, 2014	no	MANSFIELD, TX\|OCOEE, FL	Previous registration
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Sep 30, 2011	Oct 3, 2014	no	MANSFIELD, TX\|CLERMONT, FL	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
STEWARDSHIP ADVISORY GROUP, LLC	ADVISOR SHARE WEALTH MANAGEMENT, LLC	Jun 9, 2026	May 13, 2026	-27	Firm change	RIA to RIA
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	STEWARDSHIP LEGACY COACHING, LLC	Oct 3, 2014	Feb 7, 2013	-603	Firm change after gap	Other
STEWARDSHIP LEGACY COACHING, LLC	STEWARDSHIP ADVISORY GROUP, LLC	Mar 26, 2014	Mar 28, 2013	-363	Firm change after gap	Other

Relationships

Registered with (4)

→ ADVISOR SHARE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 13, 2026 to presentfactForm ADV
→ STEWARDSHIP ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Mar 28, 2013 to Jun 9, 2026factForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
Sep 30, 2011 to Oct 3, 2014factForm ADV
→ STEWARDSHIP LEGACY COACHING, LLCRegistered adviserregistration: previous registration
Feb 7, 2013 to Mar 26, 2014factForm ADV

Dated events

Occurred
Jun 9, 2026
Advisor changed firm
Tony Lee Adkison left Stewardship Advisory Group, Llc for Advisor Share Wealth Management, Llc (registered 2026-05-13)
Form ADVobserved 6 days ago