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

May 10, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

May 10, 1996

First registration

Aug 26, 2025

Dual registered

no

Other names

JEFFREY STEPHEN BLOCKER|JEFF BLOCKER|STEPHEN JEFF BLOCKER|JEFF STEPHEN BLOCKER|JEFFREY STEVEN BLOCKER

IAPD individual key

2677221

• Occurred

  Apr 8, 2026
  Advisor changed firm

  Jeffrey Stephen Blocker left Foundations Investment Advisors Llc for Advisor Share Wealth Management, Llc (registered 2026-07-02)

  Form ADVobserved 4 days ago
• Occurred

  Aug 28, 2025
  Advisor changed firm

  Jeffrey Stephen Blocker left Impact Partnership Wealth, Llc for Foundations Investment Advisors Llc (registered 2025-09-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:df4939fb-77e2-7b5c-816d-215149da2c53

First observed

Aug 26, 2025

Last observed

Sep 15, 2026 4 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.