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Vicus Capital, Inc. CRD 116021
$2.99B regulatory AUM 316 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-09 |
Branch Locations
476 Rolling Ridge Drive Suite 333, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vicus Capital, Inc. | State College | PA | 12/2020 | Present |
| The Colony Group | Boston | MA | 06/2015 | 05/2019 |
| Jacob's Ladder | Morgantown | WV | 05/2019 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-09 |
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