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Advisor at VICUS CAPITAL, INC.
State College, PA
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 | Jul 2, 2021 | n/a | yes | State College, PA | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Nov 27, 2013 | Jun 8, 2021 | no | STATE COLLEGE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | VICUS CAPITAL, INC. | Jun 8, 2021 | Jul 2, 2021 | 24 | Firm change | Ibd to RIA |