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476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-08 |
Branch Locations
5999 Central Ave, Suite 408, St. Petersburg, FL 33710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 06/2014 | 05/2017 |
| Bbva Securities Inc. | Gainesville | FL | 06/2014 | 05/2017 |
| Bbva Wealth Solutions Inc. | Gainesville | FL | 07/2014 | 05/2017 |
| Cover3 Representation | Gainesville | FL | 01/2010 | 06/2024 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 06/2014 | 05/2017 |
| Beachbody Coach | Gainesville | FL | 07/2015 | 03/2022 |
| Group Fitness Instructor | Gainesville | FL | 11/2015 | 05/2017 |
| Pfg, Inc. - Partners Financial Group, Inc. | St. Petersburg | FL | 01/2022 | 07/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2022 | Present |
| Vicus Capital, Inc. | State College | PA | 03/2022 | Present |
| Sweat Life Dynasty, Llc | St. Petersburg | FL | 03/2015 | 03/2025 |
| Ralph Mazzuoccolo | St. Petersburg | FL | 10/2020 | 12/2022 |
| Cornerstone Wealth Strategies | St Petersburg | FL | 03/2025 | Present |
1. NAME OF OTHER BUSINESS: VICUS CAPITAL, INC. INVESTMENT RELATED: YES ADDRESS: 476 ROLLING RIDGE DRIVE, SUITE 315, STATE COLLEGE, PA 16801 NATURE OF BUSINESS: INVESTMENT ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR ADMIN START DATE: 3/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY SERVICES - OUTSIDE RIA, ADMIN; 2. NAME: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 7/2008 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: CORNERSTONE WEALTH STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: OWNER/MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-18 |
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