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Current Employers
Wealthkare.COm, Inc.

11898 Arrowhead Way, Mount Union, PA 17066 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-18
PA RA APPROVED 2006-09-29
  • FL RA
    APPROVED
    Since 2025-11-18
  • PA RA
    APPROVED
    Since 2006-09-29

Branch Locations

11898 Arrowhead Way, Mount Union, PA 17066 • United States

11898 Arrowhead Way, Mount Union, PA 17066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthkare.COm, Inc. Shirleysburg PA 12/2002 Present
Get More Retirement, Llc Mount Union PA 05/2014 Present
American Assets Financial Corporation Mount Union PA 09/2003 Present
Ria Wealth Solutions, Llc Mount Union PA 01/2019 12/2023
  • 12/2002 → Present
    Shirleysburg, PA
  • 05/2014 → Present
    Get More Retirement, Llc
    Mount Union, PA
  • 09/2003 → Present
    American Assets Financial Corporation
    Mount Union, PA
  • 01/2019 → 12/2023
    Ria Wealth Solutions, Llc
    Mount Union, PA
Other Businesses

(1) GET MORE RETIREMENT, LLC; EDUCATIONAL COMPANY; PARTIAL OWNER; MOUNT UNION, PA; 05/2014. (2) American Assets Financial Corporation; Agent; 09/2003; MOUNT UNION, PA; Insurance products and services. (3) (3) 01/2026 TO PRESENT; Mount Union Area School District; MOUNT UNION, PA; Non-Profit Organization; Director; Less than 5% of total time spent on activity- not compensated.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-28
  • S65 Uniform Investment Adviser Law Examination
    2006-09-28

View on SEC IAPD

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