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11898 Arrowhead Way, Mount Union, PA 17066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-18 |
| PA | RA | APPROVED | 2006-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-28 |
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