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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 | 2025-03-05 |
Branch Locations
4 Village Park Drive, Suite 170, Grove City, PA 16127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Grove City | PA | 09/2018 | 05/2022 |
| Chick Fil A | Pittsburgh | PA | 06/2017 | 11/2019 |
| Student | Wexford | PA | 09/2014 | 06/2018 |
| Roadrunner Recycling | Pittsburgh | PA | 06/2022 | 09/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2021 | 11/2021 |
| Grove City College | Grove City | PA | 09/2018 | 05/2022 |
| Jonathan Van Kirk | Allison Park | PA | 06/2015 | 08/2020 |
| Doug Stradley | Seven Fields | PA | 10/2022 | 11/2022 |
| Unemployed | Grove City | PA | 09/2022 | 10/2022 |
| Under Armour | Grove City | PA | 11/2021 | 01/2022 |
| Mount Caramel Church | Aliquippa | PA | 05/2020 | 08/2020 |
| Summers Best Two Weeks | Boswell | PA | 05/2019 | 08/2019 |
| Thomas Stradley | Seven Fields | PA | 11/2022 | 10/2024 |
| Northwestern Mutual Investment Services Llc | Seven Fields | PA | 11/2022 | 10/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2023 | 10/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Iron Point Financial, Llc. | Grove City | PA | 01/2025 | Present |
| Vicus Capital | State College | PA | 01/2025 | Present |
1.NAME OF OTHER BUSINESS: VICUS CAPITAL, INC; INVESTMENT RELATED: YES; ADDRESS: 476 ROLLING RIDGE DR, STATE COLLEGE, PA 16801; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 3/2025; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2021 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 5.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: IRON POINT FINANCIAL, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-22 |
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