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Advisor at VICUS CAPITAL, INC.
St. Petersburg, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VICUS CAPITAL, INC. | Independent wealth | Sep 8, 2022 | n/a | yes | St. Petersburg, FL | Current employment |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Aug 8, 2014 | May 5, 2017 | no | GAINESVILLE, FL | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Aug 19, 2011 | Dec 10, 2013 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | VICUS CAPITAL, INC. | May 5, 2017 | Sep 8, 2022 | 1,952 | Firm change after gap | Other |
| MML INVESTORS SERVICES, LLC | PNC MANAGED ACCOUNT SOLUTIONS, INC. | Dec 10, 2013 | Aug 8, 2014 | 241 | Firm change | Other |