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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 | 2005-01-03 |
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) | Mechanicsburg | PA | 01/2001 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
1. INDEPENDENT INSURANCE AGENT, PFG/MGA D'AGOSTINO & BRISELLI, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, BEGAN 01/2001, 15HRS/WKDY, 7HRS/WKED; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 01/2001, 15HRS/WK (10 TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. INSURANCE SALES, LIFE, FIXED ANNUITY, DOING BUSINESS AS D'AGOSTINO & BRISELLI, BEGAN 01/2001, 20HRS/WKDY, 5HRS/WKED; 4. NAME OF OTHER BUSINESS: ANTHONY BRISELLI, INC. ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: S CORP FOR TAZ PURPOSES ; START DATE: 1/2002; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: S CORPORATION FOR TAX PURPOSES ;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 1997-01-13 |
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