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.

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 22, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 22, 1996

First registration

Oct 28, 2004

Dual registered

no

Other names

RICHARD SCOTT SHELLY

IAPD individual key

2671545

• Occurred

  Sep 25, 2023
  Advisor changed firm

  Richard Scott Shelley left Aegis Wealth Management, Inc. for Advisor Share Wealth Management, Llc (registered 2024-07-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:de169ad8-52b1-54d1-552a-e2881aa527e1

First observed

Oct 28, 2004

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.