SHARE — SEC filing changes

· CRD 326052 · IAPD ↗ · tryshare.app · (914) 677-1039

$200,000Regulatory AUM

1Advisory reps

2Employees

0Clients

n/aPlanning clients

0Private funds

4States

0Disclosures

wealthSegment

ApprovedSEC status

Filing changes

October 2024 — SHARE (location n/a) left the SEC roster (was $200,000 RAUM, 1 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.