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476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-01 |
| FL | RA | APPROVED | 2002-06-25 |
Branch Locations
1700 South Florida Ave Floor 2, Lakeland, FL 33803 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vicus Capital (Formerly Pfg Financial Advisors) | State College | PA | 06/2002 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
1. INDEPENDENT INSURANCE AGENT PFG/MGA, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, BEGAN 10/2001, 7HRS/WKDY, 5HRS/WKEND; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 10/2001, 59HRS/WK (32.5 TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. PARTNERS FINANCIAL GROUP, INVESTMENT RELATED, 476 ROLLING RIDGE DRIVE, SUITE 333, STATE COLLEGE, PA 16801, CONSULTING FOR PFG, START 01/01/2013, 14-20 HRS/WK (TRADING HOURS), SOUTHEAST DIVISION ACCOUNT SPECIALIST, ANALYSIS/RESEARCH TO SUPPORT IARS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-10-23 |
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