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11898 Arrowhead Way, Mount Union, PA 17066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-12 |
Branch Locations
11898 Arrowhead Way, Mount Union, PA 17066 • United States
10935 Se 177Th Pl Suite 204, Summerfield, FL 34491 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthkare.cOm, Inc. | Mount Union | PA | 01/2026 | Present |
| American Assets Financial Corporation | Mount Union | PA | 01/2026 | Present |
| Full Time Student | Prineville | OR | 01/2016 | 06/2017 |
| Lowes | Redmond | OR | 06/2017 | 04/2018 |
| Precision Castparts Corp | Redmond | OR | 04/2018 | 08/2024 |
| Unemployed | Redmond | OR | 09/2024 | 12/2025 |
(1) American Assets Financial Corporation; Yes; Mount Union, PA; Insurance Services; Insurance Agent; 01/2026; 40/ HRS MO; 40/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
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