Inactive

Mark Yoffe

Secure Care Wealth Management, LLC

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Current Employers

Secure Care Wealth Management, Llc

York, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-07-23

PA RA
APPROVED

Since 2025-07-23

Branch Locations

York, PA • 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
Secure Care Wealth Solutions, Llc	York	PA	06/2025	Present
Upmc	York	PA	07/2024	Present
Wellspan Health	York	PA	06/2010	04/2024

06/2025 → Present

Secure Care Wealth Solutions, Llc

York, PA
07/2024 → Present

Upmc

York, PA
06/2010 → 04/2024

Wellspan Health

York, PA

Other Businesses

UPMC; not investment related; York, PA; medical; Physician; start: 07/2024; Hours per month: 160; 0 during securities trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-11

S65 Uniform Investment Adviser Law Examination

2025-06-11

View on SEC IAPD

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