DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael Patrick Nolan

Advisor Share Wealth Management, LLCindependent RIASaint Louis, Mo IA-onlyIAPD 4985415

Feed of 09/14/2026

Also filed as Mike Patrick Nolan

At current firm

1 y

since Oct 16, 2024

In the industry

20 y

since Dec 30, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Advisor Share Wealth Management, LLC independent RIA current
since Oct 16, 2024 · Saint Louis, Mo
Sequent Planning, LLC independent RIA
Jul 17, 2023 to Oct 30, 2024 · St. Louis, Mo
Allstate Financial Advisors, LLC BD affiliated
Jan 22, 2015 to Jul 19, 2023 · Chesterfield, Mo
Mutual Of Omaha Investor Services, Inc. independent RIA
Feb 21, 2013 to Jun 19, 2013 · Springfield, Mo
Msi Financial Services, Inc. former
Apr 1, 2011 to May 16, 2012 · St. Louis, Mo
Thrivent Investment Management Inc. BD affiliated
Jun 27, 2007 to Mar 30, 2011 · Saint Louis, Mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 10, 2006 to May 30, 2007 · Clayton, Mo

Moves

a registration end followed by a registration begin elsewhere

Sequent Planning, LLC to Advisor Share Wealth Management, LLC
left Oct 30, 2024, registered Oct 16, 2024 (-14 days) · RIA to RIA · moved with a team
Allstate Financial Advisors, LLC to Sequent Planning, LLC
left Jul 19, 2023, registered Jul 17, 2023 (-2 days) · Affiliated broker-dealer or bank to independent RIA
Mutual Of Omaha Investor Services, Inc. to Allstate Financial Advisors, LLC
left Jun 19, 2013, registered Jan 22, 2015 (582 days) · Other
Msi Financial Services, Inc. to Mutual Of Omaha Investor Services, Inc.
left May 16, 2012, registered Feb 21, 2013 (281 days) · Other
Thrivent Investment Management Inc. to Msi Financial Services, Inc.
left Mar 30, 2011, registered Apr 1, 2011 (2 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Thrivent Investment Management Inc.
left May 30, 2007, registered Jun 27, 2007 (28 days) · Other

Signals

Michael Patrick Nolan left Sequent Planning, Llc for Advisor Share Wealth Management, Llc (registered 2024-10-16)
Oct 30, 2024 · Advisor changed firm · fact
Michael Patrick Nolan left Allstate Financial Advisors, Llc for Sequent Planning, Llc (registered 2023-07-17)
Jul 19, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address