Inactive

Rosemarie Elizabeth Porter

Direct Financial Care

Black Earth, WI

Claim This Profile

Current Employers

Direct Financial Care

Black Earth, WI • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-05-13
PA	RA	APPROVED	2025-05-07

WI RA
APPROVED

Since 2025-05-13
PA RA
APPROVED

Since 2025-05-07

Branch Locations

Scottdale, PA • United States

Black Earth, WI • 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

Organization	City	State	From	To
Mcclarren Financial Advisors, Llc	State College	PA	06/2021	09/2023
Kingdom Tax Services Llc	Erie	PA	01/2021	04/2021
Engagement Ambassador	Edinboro	PA	10/2017	12/2020
Logistics Plus	Erie	PA	05/2020	07/2020
Edinboro University Of Pennsylvania	Edinboro	PA	08/2017	05/2021
Brentwood High School	Pittsburgh	PA	08/2013	06/2017
Virtual Outsource Solutions	Davies	FL	10/2023	04/2025
Guidedmoney, Llc	Black Earth	WI	05/2025	Present

06/2021 → 09/2023

Mcclarren Financial Advisors, Llc

State College, PA
01/2021 → 04/2021

Kingdom Tax Services Llc

Erie, PA
10/2017 → 12/2020

Engagement Ambassador

Edinboro, PA
05/2020 → 07/2020

Logistics Plus

Erie, PA
08/2017 → 05/2021

Edinboro University Of Pennsylvania

Edinboro, PA
08/2013 → 06/2017

Brentwood High School

Pittsburgh, PA
10/2023 → 04/2025

Virtual Outsource Solutions

Davies, FL
05/2025 → Present

Guidedmoney, Llc

Black Earth, WI

Previous Registrations

2021-11-30 → 2023-11-06

Mcclarren Financial Advisors

State College, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-29

S65 Uniform Investment Adviser Law Examination

2021-11-29

Other Names

Rose Wilson

View on SEC IAPD

More in Scottdale, PA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor