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476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-30 |
| PA | RA | APPROVED | 2023-06-01 |
Branch Locations
3101 Emrick Blvd, Ste 315, Bethlehem, PA 18020 • United States
Aliquippa, PA • United States
1430 Us Highway 206, Ste 230, Bedminster, NJ 07921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pittsburgh | Pittsburgh | PA | 08/2015 | 07/2019 |
| Pittsburgh Cultural Trust | Pittsburgh | PA | 05/2019 | 07/2019 |
| Unemployed | Pittsburgh | PA | 07/2019 | 02/2020 |
| Estreet Appraisal Management | Wexford | PA | 02/2020 | 10/2020 |
| Coughlin's Law Kitchen & Ale House | Pittsburgh | PA | 04/2020 | 10/2020 |
| Marmaras & Smith Llc | Bethlehem | PA | 11/2020 | Present |
| Vicus Capital - Crd # 116021 | State College | PA | 06/2023 | Present |
| Arbonne Consultant | Bethlehem | PA | 01/2019 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2020 | 09/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2023 | Present |
1. NAME OF OTHER BUSINESS: VICUS CAPITAL - CRD # 116021; INVESTMENT RELATED: YES; ADDRESS: STATE COLLEGE, PA 16801; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE SUPPORT TO INVESTMENT ADVISOR REPRESENTATIVES; 2. NAME OF OTHER BUSINESS: MARMARAS & SMITH LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES FIRM; START DATE: 11/2020; POSITION/TITLE/RELATIONSHIP: EXECUTIVE AND OPERATIONS PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE WORK FOR ADVISORS; 3. NAME OF OTHER BUSINESS: ARBONNE CONSULTANT; INVESTMENT RELATED: NO; ADDRESS: ALIQUIPPA, PA 15501; NATURE OF BUSINESS: SKINCARE, MAKE UP, NUTRITION PRODUCTS; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONSULTANT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: INDEPENDENT CONSULTANT;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-01 |
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