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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-14 |
Branch Locations
330 Innovation Drive 2Nd Fl, State College, PA 16803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass More Asset Management Llc | Danville | CA | 01/2024 | 05/2025 |
| Eclipse Resources Corporation | State College | PA | 01/2011 | 03/2018 |
| Alto Financial Group, Llc | State College | PA | 10/2020 | Present |
| Unemployed | State College | PA | 03/2018 | 11/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2025 | Present |
| Afg Ii Llc | State College | PA | 01/2022 | Present |
1) Alto Financial Group, LLC; Yes Investment Related; 330 Innovation Drive, 2nd Floor, State College, PA 16803; Life Insurance, Annuities & Long Term Care; Managing Partner; 10/2020; 140hrs/Mo; 130hrs/Mo during Securities Trading Hours. 2) AFG II LLC; Yes Investment Related; 330 Innovation Drive, 2nd Floor, State College, PA 16803; Life Insurance, Annuities & Long Term Care; Managing Partner; 01/2022; 140hrs/Mo; 130hrs/Mo during Securities Trading Hours. 3) The Hulburt Family Limited Partnership; Not Investment Related; 2059 Zion Road, Bellefonte, PA 16823; Family Trust Partnership; Managing Partner; 4/30/2001; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Passive private equity investments for Hulburt family assets. 4) AMARK, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 410, Monroeville, PA 15146; Digital Marketing Company; Managing Partner; 4/2021; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours. 5) Alto University, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 401, Monroeville, PA 15146; Online education company for financial services; Managing Partner; 4/2021; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours. 6) Alto Capital, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 401, Monroeville, PA 15146; Commercial financing consulting & brokering; Managing Partner; 1/2021; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours. 7) Elevare Debt Solutions, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 401, Monroeville, PA 15146; Consumer debt settlement; Managing Partner; 5hrs/Mo; 0hrs/Mo during Securities Trading Hours. 8) Council of Financial Educators (COFE); Not Investment Related; 360 Central Ave, Suite 800, St. Petersburg, FL 33701; Non profit organization providing financial education; Instructor; 1/2022; 0hrs/Mo; 0hrs/Mo during during Securities Trading Hours. 9) EncoreEstate Plans: Not Investment Related: 113 Cherry St, PO 60414, Seattle WA 98104; Online estate planning service; Vendor; 5hrs/Mo; 5hrs/Mo during Securities Trading Hours; Subscription based vendor providing online estate planning service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-09 |
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