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476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-06-05 |
Branch Locations
Bentonville, AR • United States
615 Channelside Drive, Suite 207, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vicus Capital, Inc | State College | PA | 05/2026 | Present |
| Wealthkeel Llc | Tampa | FL | 12/2025 | Present |
| Little Rock Christian Academy | Little Rock | AR | 10/2022 | 05/2025 |
| Edia | San Francisco | CA | 05/2025 | 12/2025 |
| The Arkansas Financial Group, Inc. | Little Rock | AR | 06/2021 | 10/2022 |
| Harding University | Searcy | AR | 08/2017 | 05/2021 |
| Northwestern Mutual | Little Rock | AR | 08/2019 | 02/2020 |
| Access Schools | Little Rock | AR | 05/2018 | 08/2019 |
| Central Arkansas Christian | North Little Rock | AR | 01/2011 | 05/2017 |
1. NAME OF OTHER BUSINESS: THE TELOS CLINIC L.L.C. INVESTMENT RELATED: NO ADDRESS: LITTLE ROCK, AR 72211 NATURE OF BUSINESS: MENTAL HEALTH COUNSELING POSITION/TITLE/RELATIONSHIP: OWNER START DATE: 08/2023 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDE MENTAL HEALTH COUNSELING TO INDIVIDUALS 2. NAME OF OTHER BUSINESS: DBA WEALTHKEEL LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: PARA PLANNER START DATE: 12/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING FOR GEN X & GEN Y PHYSICIANS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-16 |
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