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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 | 2022-01-26 |
| PA | RA | APPROVED | 2005-01-31 |
Branch Locations
210 Grandview Ave., Ste 101, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clelan And Company | Camp Hill | PA | 11/1989 | Present |
| Vicus Capital, Inc. (Formerly Pfg Financial Advisors) | Camp Hill | PA | 04/1994 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | 12/2025 |
1. INDEPENDENT INSURANCE AGENT, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, BEGAN 09/1989, 7HRS/WKDY ONLY; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 04/1994, 30HRS/WK (TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. ANALYSIS AND REVIEW OF RETIREMENT PLANS ON A FEE BASIS, AEGIS RETIREMENT STRATEGIES LLC, BEGAN 09/2003, 2HRS/WKDY ONLY; 4. CLELAN AND COMPANY, FINANCIAL ADVISOR, FOR 15HRS/WK & 2HRS EVENING & WKENDS, SINCE 1989; 5. CLELAN AND COMPANY, AGENT, SELL INDIVIDUAL OR GROUP MEDICAL INSURANCE AS WELL AS GROUP LIFE AND DISABILITY, FOR 2HR/WK, SINCE 10/2010; 6. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 12/2019; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC.;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-07 |
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