Best Investors Account Sign in
Claim This Profile
Current Employers
Vicus Capital, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-14
  • PA RA
    APPROVED
    Since 2025-02-14

Branch Locations

2591 Wexford-Bayne Rd. 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
Baierl Family Ymca Sewickley PA 07/2013 09/2016
Pennsylvania Financial Group Sewickley PA 05/2017 08/2017
Pennsylvania Golf Academy Wexford PA 05/2015 08/2017
University Of Maryland, College Park College Park MD 08/2015 05/2019
Pnc Bank Pittsburgh PA 08/2019 09/2024
Pnc Bank Pittsburgh PA 06/2018 08/2018
Pennsylvania Financial Group (Pfg Pgh) Sewickley PA 09/2024 Present
Vicus Capital, Inc Sewickley PA 09/2024 Present
Cetera Advisor Networks Llc El Segundo CA 10/2024 11/2024
Cetera Wealth Services, Llc El Segundo CA 11/2024 Present
  • 07/2013 → 09/2016
    Baierl Family Ymca
    Sewickley, PA
  • 05/2017 → 08/2017
    Pennsylvania Financial Group
    Sewickley, PA
  • 05/2015 → 08/2017
    Pennsylvania Golf Academy
    Wexford, PA
  • 08/2015 → 05/2019
    University Of Maryland, College Park
    College Park, MD
  • 08/2019 → 09/2024
    Pnc Bank
    Pittsburgh, PA
  • 06/2018 → 08/2018
    Pnc Bank
    Pittsburgh, PA
  • 09/2024 → Present
    Pennsylvania Financial Group (Pfg Pgh)
    Sewickley, PA
  • 09/2024 → Present
    Sewickley, PA
  • 10/2024 → 11/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 11/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Other Businesses

1. NAME OF OTHER BUSINESS: VICUS CAPITAL, INC. - CRD#116021; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 04/2025; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT ; 2. NAME OF OTHER BUSINESS: PENNSYLVANIA FINANCIAL GROUP (PFG PGH); INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 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: 05/2025 APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-13
  • S66 Uniform Combined State Law Examination
    2025-02-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sewickley, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor