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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-14 |
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
103 Woodfield Dr, Greenville, PA 16125 • United States
4 Village Park Dr Ste 170, Grove City, PA 16127 • United States
476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-23 |
| PA | RA | APPROVED | 2019-10-30 |
Branch Locations
4 Village Park Dr #170, Grove City, PA 16127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Lifestyle Advisors, Inc | Greenville | PA | 06/2008 | 10/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Vicus Capital, Inc. | State College | PA | 10/2019 | Present |
| Teach Retirement Planning Class | Grove City | PA | 11/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Glr Inc. | Grove City | PA | 10/2023 | Present |
1. INDEPENDENT INSURANCE AGENT, (FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH), 3 SECURITIES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS WEEKLY, START DATE 6/2008; 2.NAME OF OTHER BUSINESS: VICUS CAPITAL, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION START DATE: 10/2019 NATURE OF BUSINESS: ADVISORY BUSINESS APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISING 3. TEACH RETIREMENT PLANNING CLASS, 2 SECURITIES TRADING HOURS WEEKLY, 1 NON SECURITIES TRADING HOURS WEEKLY, START DATE 9/2012; 4. NAME OF OTHER BUSINESS: DBA IRON POINT FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/15/2016 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR / OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES - FINANCIAL PLANNING. 5. NAME OF OTHER BUSINESS: GROVE CITY COUNTRY CLUB; INVESTMENT RELATED: NO; ADDRESS: COUNTRY CLUB LANE, GROVE CITY, PA 16127; NATURE OF BUSINESS: COUNTRY CLUB; START DATE: 01/01/2017; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: BOARD LEVEL DECISIONS ON HOW CLUB IS RUN, AND PRESENT BALANCE SHEET & P/L STATEMENTS FOR BOARD. 6. NAME OF OTHER BUSINESS: LISZKA & LISZKA LLC; INVESTMENT RELATED: NO; ADDRESS: 289 NUTT RD, GROVE CITY, PA 16127; NATURE OF BUSINESS: OFFICE BUILDING / COMMERCIAL REAL ESTATE; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: COLLECT RENT FROM TENANTS; 7. NAME OF OTHER BUSINESS: HERITAGE POINT PROPERTIES, LLC; INVESTMENT RELATED: NO ADDRESS: 318 S MAIN ST BUTLER, PA 16001; NATURE OF BUSINESS: REAL ESTATE; START DATE: 09/2020; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS:0 ; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE HOLDING; 8. NAME OF OTHER BUSINESS: GLR INC.; INVESTMENT RELATED: NO; ADDRESS: 4 VILLAGE PARK DR, GROVE CITY, PA 16127; NATURE OF BUSINESS: MACHINING/METAL WORK; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SMALL CUSTOM METAL PRODUCTS/MACHINING BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-11 |
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