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Inactive

Michael William Zisa

Viking Wealth Management LLC

Yardley, PA

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Current Employers
Viking Wealth Management Llc

Yardley, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-01-10
  • PA RA
    APPROVED
    Since 2020-01-10

Branch Locations

Yardley, PA • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Alliance Associates, Inc. Princeton NJ 03/2005 12/2019
Pennsbury School District Fallsington PA 09/2004 Present
New Century Financial Group, Llc Princeton NJ 04/2005 12/2019
Viking Wealth Management Llc Yardley PA 01/2020 Present
Michael Zisa, Sole Proprietor Yardley PA 01/2020 Present
Michael Zisa, Sole Proprietor Yardley PA 09/2006 Present
Bucks County Community College Newton PA 01/2004 Present
Michael Zisa, Sole Proprietor Yardley PA 04/2020 Present
Philadelphia Gun Club Bensalem PA 11/2023 Present
  • 03/2005 → 12/2019
    Royal Alliance Associates, Inc.
    Princeton, NJ
  • 09/2004 → Present
    Pennsbury School District
    Fallsington, PA
  • 04/2005 → 12/2019
    New Century Financial Group, Llc
    Princeton, NJ
  • 01/2020 → Present
    Yardley, PA
  • 01/2020 → Present
    Michael Zisa, Sole Proprietor
    Yardley, PA
  • 09/2006 → Present
    Michael Zisa, Sole Proprietor
    Yardley, PA
  • 01/2004 → Present
    Bucks County Community College
    Newton, PA
  • 04/2020 → Present
    Michael Zisa, Sole Proprietor
    Yardley, PA
  • 11/2023 → Present
    Philadelphia Gun Club
    Bensalem, PA
Previous Registrations
Other Businesses

1) PENNSBURY SCHOOL DISTRICT; NON-INVESTMENT RELATED; FALLSINGTON PA; TEACHER; STARTED 08/29/2005; 120 HRS/MTH; 80 HRS/MTH DURING ST HOURS; TEACH BUSINESS ED COURSES TO HIGH SCHOOL STUDENTS SUCH AS BUSINESS MATH AND COMPUTERIZED ACCOUNTING 2) BUCKS COUNTY COMMUNITY COLLEGE; NON-INVESTMENT RELATED; NEWTOWN PA; PART-TIME TEACHER; STARTED 09/01/2005; 10 HRS/MTH; 0 HRS/MTH DURING ST HOURS; TEACH BUSINESS COMMUNICATIONS. 3) MICHAEL ZISA, Sole Proprietor; Insurance Agent; Fixed Insurance Sales; Yardley, PA; 5 hrs/mo.; 0 hrs/mo. during trading hours; started 09/2006. 4) Michael Zisa, Sole Proprietor; Author; Yardley, PA; 0 hrs/mo.; 0 hrs/mo. during trading hours; started 01/2020.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-27
  • S66 Uniform Combined State Law Examination
    2001-07-27

View on SEC IAPD

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