Zackary David Levine

Current Employers

Vicus Capital, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-06-21
OH	RA	APPROVED	2021-10-15

FL RA
APPROVED

Since 2022-06-21
OH RA
APPROVED

Since 2021-10-15

Branch Locations

Medina, OH • United States

615 Channelside Drive, Suite 207, Tampa, FL 33602 • 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

Organization	City	State	From	To
Ameriprise Financial	Independence	OH	04/2018	08/2020
Kent State University	Kent	OH	08/2016	06/2019
Ontap At The Harbor	Portage Lakes	OH	06/2016	10/2017
Wealthkeel Llc	Philadelphia	PA	09/2020	12/2021
Vicus Capital, Inc.	State College	PA	10/2021	Present
Wealthkeel Llc	Tampa	FL	12/2021	Present

04/2018 → 08/2020

Ameriprise Financial

Independence, OH
08/2016 → 06/2019

Kent State University

Kent, OH
06/2016 → 10/2017

Ontap At The Harbor

Portage Lakes, OH
09/2020 → 12/2021

Wealthkeel Llc

Philadelphia, PA
10/2021 → Present

Vicus Capital, Inc.

State College, PA
12/2021 → Present

Wealthkeel Llc

Tampa, FL

Previous Registrations

2019-07-17 → 2020-08-27

Ameriprise Financial Services, Llc

Independence, OH

Other Businesses

1. NAME OF OTHER BUSINESS: DBA WEALTHKEEL LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: ASSOCIATE ADVISOR START DATE: 09/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING FOR GEN X & GEN Y PHYSICIANS 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 09/2020 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-13

S66 Uniform Combined State Law Examination

2019-11-13

Designations

View on SEC IAPD