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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-14
PA RA APPROVED 2023-06-29
  • TX RA
    APPROVED
    Since 2025-04-14
  • PA RA
    APPROVED
    Since 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

Vicus Capital, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-23
PA RA APPROVED 2019-10-30
  • TX RA
    APPROVED
    Since 2024-12-23
  • PA RA
    APPROVED
    Since 2019-10-30

Branch Locations

4 Village Park Dr #170, Grove City, PA 16127 • United States

103 Woodfield Drive, Greenville, PA 16125 • 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
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
  • 06/2008 → 10/2019
    Strategic Lifestyle Advisors, Inc
    Greenville, PA
  • 09/2013 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 10/2019 → Present
    State College, PA
  • 11/2019 → Present
    Teach Retirement Planning Class
    Grove City, PA
  • 06/2023 → Present
    Schaumburg, IL
  • 10/2023 → Present
    Glr Inc.
    Grove City, PA
Previous Registrations
  • 2008-06-10 → 2019-10-23
    Strategic Lifestyle Advisors, Inc.
    Greenville, PA
  • 2009-08-06 → 2013-09-03
    Walnut Street Securities, Inc.
    Greenville, PA
Other Businesses

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;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-11
S63 Uniform Securities Agent State Law Examination 2008-02-11
  • S65 Uniform Investment Adviser Law Examination
    2008-04-11
  • S63 Uniform Securities Agent State Law Examination
    2008-02-11
Designations
Other Names
  • Gregory Alan Liszka
  • Gregory Liszka

View on SEC IAPD

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