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476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2005-01-31 |
Branch Locations
5006 Trindle Road, Ste. 102, Mechanicsburg, PA 17050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vicus Capital, Inc. (Formerly Pfg Financial Advisors) | College | PA | 09/2001 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
1. INDEPENDENT INSURANCE AGENT, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, AT PFG/MGA AND D'AGOSTINO & BRISELLI, BEGAN 09/1988, 1HR/WKDY ONLY; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 09/2001, 1HRS/WK (TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-14 |
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