Best Investors Account Sign in
Current Employers
Wealthkare.COm, Inc.

11898 Arrowhead Way, Mount Union, PA 17066 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-16
PA RA APPROVED 2001-10-29
  • FL RA
    APPROVED
    Since 2025-12-16
  • PA RA
    APPROVED
    Since 2001-10-29

Branch Locations

10935 Se 177Th Pl Suite 204, Summerfield, FL 34491 • United States

11898 Arrowhead Way, Mount Union, PA 17066 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/1986 → Present
    American Assets Finl. Corp
    Mount Union, PA
  • 01/1997 → Present
    Shirleysburg, PA
  • 05/2014 → Present
    Get More Retirement, Llc
    Mount Union, PA
  • 01/2019 → 12/2023
    Ria Wealth Solutions, Llc
    Mount Union, PA
Previous Registrations
  • 2001-05-14 → 2003-12-31
    Eastern Point Advisors Inc.
    Shirleysburg, PA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-25
S63 Uniform Securities Agent State Law Examination 1987-03-10
  • S65 Uniform Investment Adviser Law Examination
    2005-11-25
  • S63 Uniform Securities Agent State Law Examination
    1987-03-10

View on SEC IAPD

More in Summerfield, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor