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476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-26 |
| PA | RA | APPROVED | 2024-10-18 |
Branch Locations
4177 Wildwood Road, Mifflinburg, PA 17844 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell And Evans My Dads Farm | Lewisburg | PA | 06/2017 | 03/2025 |
| Miller Concrete | Middleburg | PA | 01/2013 | 03/2017 |
| Partners Financial Group | Mifflinburg | PA | 09/2023 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2023 | 05/2025 |
| Vicus Capital, Llc | State College | PA | 10/2024 | Present |
1. NAME OF OTHER BUSINESS: PARTNERS FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL START DATE: 04/2025; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: VICUS CAPITAL, LLC - CRD# 116021, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 10/2024, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT; 3. 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: 05/2025 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-28 |
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