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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-02 |
| PA | RA | APPROVED | 2019-09-19 |
Branch Locations
504 S. Main Street, Zelienople, PA 16063 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Money Advisors | Zelienople | PA | 06/2010 | Present |
| Foundation Investment Advisors, Llc | Zelienople | PA | 09/2019 | Present |
| Bob & Cattle Llc Dba Secure Money Wealth And Tax | Zelienople | PA | 05/2026 | Present |
1) SECURE MONEY ADVISORS LLC FKA SENIOR RETIREMENT SERVICES OF PENNSYLVANIA ;INVESTMENT RELATED; 504 SOUTH MAIN ST., ZELIENOPLE, PA 16063; INSURANCE; INSURANCE AGENT; START DATE: 11/2007; 80 HRS/MONTH DEVOTED TO OTHER BUSINESS; 80 HRS/MONTH DEVOTED DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS, PRESENTING PLANS, AND CONDUCTING ANNUAL REVIEWS WITH CLIENTS, AS WELL AS OTHER REGULAR DUTIES INVOLVED IN RUNNING A BUSINESS. 2) BOB & CATTLE LLC DBA SECURE MONEY WEALTH AND TAX; INVESTMENT RELATED; 504 S. MAIN STREET, ZELIENOPLE, PA 16063; INSURANCE AND MARKETING COMPANY; OWNER; START DATE 05/2026; APPROX 0-1 HRS/MO; APPROX 0-1 HRS/MONTH DURING TRADING; GENERAL DUTIES INVOLVED WITH OWNERSHIP AND OPERATIONS OF AN INVESTMENT RELATED INSURANCE AND MARKETING COMPANY. 3) SECURE MONEY HEALTH; INVESTMENT RELATED; 504 SOUTH MAIN ST., ZELIENOPLE, PA 16063; OWNER; START DATE: 05/2022; 8 HRS/MONTH DEVOTED TO OTHER BUSINESS; 8 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITES TRADING HRS. HE MEETS WITH MEDICARE AGENTS AND OVERSEES MEDICARE AND HEALTH INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-28 |
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