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11898 Arrowhead Way, Mount Union, PA 17066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-16 |
| PA | RA | APPROVED | 2001-10-29 |
Branch Locations
10935 Se 177Th Pl Suite 204, Summerfield, FL 34491 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Assets Finl. Corp | Mount Union | PA | 07/1986 | Present |
| Wealthkare.COm, Inc. | Shirleysburg | PA | 01/1997 | Present |
| Get More Retirement, Llc | Mount Union | PA | 05/2014 | Present |
| Ria Wealth Solutions, Llc | Mount Union | PA | 01/2019 | 12/2023 |
1) GET MORE RETIREMENT, LLC; EDUCATIONAL COMPANY; MAJORITY OWNER; MOUNT UNION, PA; 05/2014. 2) American Asset Financial Corp.; INSURANCE AGENT; MOUNT UNION, PA; 07/1986.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-10 |
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