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11898 Arrowhead Way, Mount Union, PA 17066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthkare.cOm, Inc. | Mount Union | PA | 03/2018 | Present |
| Colony Realty Group, Ltd. | Hollidaysburg | PA | 12/2016 | Present |
| Adara Healthcare Staffing | Duncansville | PA | 02/2016 | Present |
| Colony Chatman & Assoc., Llc | Hollidaysburg | PA | 12/2015 | 12/2017 |
| Ria Wealth Solutions, Llc | Mount Union | PA | 01/2019 | 12/2023 |
| Sole Proprietor | Mount Union | PA | 01/2024 | Present |
Colony- Realty Group, LTD.; not investment related; Mount Union, PA; real estate agent professional; started 12/2016; More than 50% of her time is spent in this practice. Sole Proprietor; investment related; Mount Union, PA; insurance agent; started 01/2024; approximately 5% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-14 |
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