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Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC
Mineral Wells, TX | 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 | Apr 29, 2026 | n/a | yes | Mineral Wells, TX|VANCOUVER, WA | Current employment |
| STEWARDSHIP ADVISORY GROUP, LLC | Independent wealth | Mar 27, 2013 | Jun 9, 2026 | no | MANSFIELD, TX|CLERMONT, FL|Mansfield, TX | Previous registration |
| STEWARDSHIP LEGACY COACHING, LLC | n/a | Feb 6, 2013 | Mar 26, 2014 | no | MANSFIELD, TX|OCOEE, FL | Previous registration |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Feb 26, 2011 | Oct 2, 2014 | no | CLERMONT, FL|MANSFIELD, TX|MANSFIELD, TX | Previous registration |
| QA3 FINANCIAL LLC | n/a | Feb 9, 2009 | Feb 11, 2011 | no | MANSFIELD, TX|OMAHA, NE | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 29, 2007 | Feb 24, 2009 | no | FT. WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STEWARDSHIP ADVISORY GROUP, LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC | Jun 9, 2026 | Apr 29, 2026 | -41 | Firm change after gap | RIA to RIA |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | STEWARDSHIP LEGACY COACHING, LLC | Oct 2, 2014 | Feb 6, 2013 | -603 | Firm change after gap | Other |
| STEWARDSHIP LEGACY COACHING, LLC | STEWARDSHIP ADVISORY GROUP, LLC | Mar 26, 2014 | Mar 27, 2013 | -364 | Firm change after gap | Other |
| QA3 FINANCIAL LLC | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Feb 11, 2011 | Feb 26, 2011 | 15 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | QA3 FINANCIAL LLC | Feb 24, 2009 | Feb 9, 2009 | -15 | Firm change | Other |