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132 6Th Avenue South, Clinton, IA 52732 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-05 |
| FL | RA | APPROVED | 2025-12-05 |
| PA | RA | APPROVED | 2022-10-25 |
| TX | RA | APPROVED | 2022-06-13 |
| IL | RA | APPROVED | 2022-04-08 |
| IA | RA | APPROVED | 2022-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpl Investments, Llc | Clinton | IA | 02/2003 | Present |
| Eagle Strategies Llc | Clinton | IA | 02/2014 | 07/2019 |
| Central Wealth Management, Llc | Clinton | IA | 07/2019 | 06/2022 |
| Vital Capital Llc | Clinton | IA | 11/2021 | Present |
| Lonergan Group Llc Dba Vital Wealth | Clinton | IA | 07/2013 | Present |
| Vital Llc | Clinton | IA | 11/2020 | Present |
| Park Vista Senior Housing Management | Clinton | IA | 01/2009 | Present |
| Nylife Securities Llc | Cedar Rapis | IA | 03/2010 | 07/2019 |
| Vital Strategies, Llc | Clinton | IA | 03/2023 | Present |
[INSURANCE BROKERING; OPERATING UNDER THE DBA NAME OF THE LONERGAN GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CLINTON, IA; START DATE: 07/2013] [JPL Investment, LLC; Entity owns investment real estate and minority share of a property management company; 132 6th Ave South; Start Date 02/2002; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; pay bills] [Park Vista Senior Housing Management; It manages senior housing properties; 132 6th Ave South; Start Date 01/2009; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] VITAL LLC, CONSULTING WITH ARK FINANCIAL; CLINTON, IA; CONSULTING/OWNER; NOVEMBER 2020; APPROX. 15 HRS/MO DURING TRADING HOURS; CONTRACTED TO SUPPORT A CONSULTANT BY PROVIDING TAX STRATEGY IMPLEMENTATION, RISK MANAGEMENT, ETC. VITAL STRATEGIES, LLC, MARKETING FIRM; CLINTON, IA; MEMBER; MARCH 2023; APPROX. 1 HRS/MO DURING TRADING HOURS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-21 |
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