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476 Rolling Ridge Drive Suite 315, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-17 |
Branch Locations
476 Rolling Ridge Drive, Suite 315, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vicus Capital, Inc. | State College | PA | 06/2024 | Present |
| Vicus Capital, Inc. | State College | PA | 05/2021 | 08/2021 |
| Abundance Wealth Counselors, Llc | State College | PA | 01/2023 | 06/2024 |
| Pennsylvania State University | University Park | PA | 06/2019 | 12/2022 |
| Blackrock, Inc. | New York | NY | 06/2022 | 08/2022 |
| State College Area School District | State College | PA | 08/2007 | 06/2019 |
1. NAME OF OTHER BUSINESS: Nittany Valley Running Club INVESTMENT RELATED: No ADDRESS: PO Box 10348 State College, PA 16805 NATURE OF BUSINESS: Running Club POSITION/TITLE/RELATIONSHIP: President START DATE: 06/2024 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: President of the Board, oversee other board members and general operations 2. NAME OF OTHER BUSINESS: State College Area School District INVESTMENT RELATED: No ADDRESS: 240 Villa Crest Dr. State College, PA 16801 NATURE OF BUSINESS: School District POSITION/TITLE/RELATIONSHIP: Assistant Coach - Track & Field; Assistant Coach - Cross Country START DATE: 04/2023 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Assistant Coach for varsity track & cross country teams
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-16 |
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