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Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC
Artesia, NM | 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 | Sep 10, 2026 | n/a | yes | Artesia, NM|VANCOUVER, WA | Current employment |
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Jun 3, 2022 | Dec 31, 2025 | no | Artesia, NM|KOKOMO, IN|Artesia, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS, INC. | ADVISOR SHARE WEALTH MANAGEMENT, LLC | Dec 31, 2025 | Sep 10, 2026 | 253 | Firm change | Ibd to RIA |