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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 | 2022-04-04 |
| TX | RA | APPROVED | 2021-09-20 |
Branch Locations
615 Channelside Drive, Suite 207, Tampa, FL 33603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vicus Capital, Inc. (Formerly Pfg Financial Advisors) | State College | PA | 07/2011 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 08/2020 |
| Wealthkeel Llc | Tampa | FL | 04/2015 | Present |
1. DBA WEALTHKEEL, LLC INVESTMENT RELATED SAME AS REGISTERED LOCATION FINANCIAL PLANNING STARTED 4/2015, OWNER, APX 60 HOUR PER WEEK, 32.5 DURING TRADING HOURS FOUNDER AND SHIPWRIGHT, COMPREHENSIVE FINANCIAL PLANNING. 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 07/2011, 50HRS/WK (30 TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. INDEPENDENT INSURANCE AGENT, SELLING DISABILITY, LIFE/ACCIDENT/HEALTH, FROM BUSINESS ADDRESS, 2 WEEKDAY, SINCE 7/13; 4. - Name of other business Chad Chubb - Investment related No - Address: Same as Registered Location - Nature of business Consulting - Position/Title/Relationship Consultant - Start Date 5/1/2021 - Approx. number of hours per week 2 - Approx. number of hours during trading hours N/A - Brief description of duties Consulting and speaking engagements to help other advisors. 5. NAME OF OTHER BUSINESS: WEALTHKEEL LLC YOUTUBE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: YOUTUBE POSITION/TITLE/RELATIONSHIP: HOST START DATE: 8/1/2019 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: YOUTUBE HOST 6. NAME OF OTHER BUSINESS: PHYSICIAN CENTS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: YOUTUBE POSITION/TITLE/RELATIONSHIP: CO-HOST START DATE: 3/1/2024 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PODCAST CO-HOST
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-17 |
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