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11898 Arrowhead Way, Mount Union, PA 17066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2002-02-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Wealthkare.COm, Inc. | Shirleysburg | PA | 01/2002 | Present |
| Colony Realty Group, Ltd. | Hollidaysburg | PA | 03/2012 | Present |
| Ria Wealth Solutions, Llc | Mount Union | PA | 01/2019 | 12/2023 |
| Sole Proprietor | Mount Union | PA | 01/2024 | Present |
COLONY REALTY GROUP, LTD; NON-INVESTMENT RELATED; HOLLIDAYSBURG, PA; REALTY PRODUCTS SALES AND SERVICES; REALTOR; MARCH 2012; LESS THAN 50% OF TIME SPENT ON THIS ACTIVITY. Sole Proprietor; INVESTMENT RELATED; MOUNT UNION, PA; INSURANCE AGENT; JANUARY 2019; APPROX 5% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-20 |
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