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Current Employers
Vicus Capital, Inc.

476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-01-02
  • PA RA
    APPROVED
    Since 2020-01-02

Branch Locations

Dunmore, PA • United States

115 Farley Circle Suite 104, Lewisburg, PA 17837 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grant Williams, Lp Phila PA 02/2004 12/2019
Cetera Wealth Services, Llc El Segundo CA 12/2019 Present
Vicus Capital State College PA 01/2020 Present
Vertice Financial Lewisburg PA 06/2020 Present
  • 02/2004 → 12/2019
    Grant Williams, Lp
    Phila, PA
  • 12/2019 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2020 → Present
    Vicus Capital
    State College, PA
  • 06/2020 → Present
    Vertice Financial
    Lewisburg, PA
Other Businesses

1. NAME OF OTHER BUSINESS: VICUS CAPITAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROVIDING ADVISORY PRODUCTS TO CLIENTS POSITION/TITLE/RELATIONSHIP: IAR START DATE: 1/2020 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: IAR, FINANCIAL PLANNING, ASSET MANAGEMENT, 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 8 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE 3. NAME OF OTHER BUSINESS: VERTICE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2020; POSITION/TITLE/RELATIONSHIP: OWNER/REGISTERED REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: ABNAS LLC INVESTMENT RELATED: 01/2020; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BUSINESS CHECKING ACCOUNT; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNER;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-10-08
  • S63 Uniform Securities Agent State Law Examination
    1999-10-08
Designations
Other Names
  • Jeff Boyanoski
  • Jeffrey Joel Boyanoski

View on SEC IAPD

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