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Kellie Ann Gillespie

Vicus Capital, Inc.

Sewickley, PA

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Current Employers
Vicus Capital, Inc.

476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-06-23
  • PA RA
    APPROVED
    Since 2016-06-23

Branch Locations

2591 Wexford-Bayne Road, Suite 202, Sewickley, PA 15143 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pennsylvania Financial Group Sewickley PA 04/2010 Present
Cetera Wealth Services, Llc El Segundo CA 10/2014 Present
Vicus Capital, Inc. State College PA 06/2016 Present
  • 04/2010 → Present
    Pennsylvania Financial Group
    Sewickley, PA
  • 10/2014 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2016 → Present
    State College, PA
Other Businesses

1) NAME OF OTHER BUSINESS: PENNSYLVANIA FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2010; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE SUPPORT FOR SCOTT E SHOUP. 2) NAME OF OTHER BUSINESS: VICUS CAPITAL, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY BUSINESS; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE; START DATE: 06/23/2016; APX NUMBER OF HOURS PER WEEK: 40 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 HOURS; BRIEF DESCRIPTION OF DUTIES: REGISTERED ADMIN. 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2022; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, & LONG TERM CARE;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-21
  • S66 Uniform Combined State Law Examination
    2016-06-21
Other Names
  • Kellie Krupa
  • Kellie Rausch

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