DFX Intelligence
Advisors
Advisors registered through Vicus Capital, Inc.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
81 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Zachery Dean Otwell Certified Financial Planner | Vicus Capital, Inc. independent RIA | Tampa, Fl | Jun 5, 2026 | 15 y | 1 | 1 |
| Tuula Katriina Paavola Certified Financial Planner | Vicus Capital, Inc. independent RIA | White Plains, Ny | Dec 11, 2015 | 23 y | 0 | 3 |
| Benjamin Westphal Payne dual registrant | Vicus Capital, Inc. independent RIA | State College, Pa | Nov 8, 2019 | 20 y | 0 | 1 |
| S•••• J••• P••••••• Chartered Financial Consultant · dual registrant | V•••• C••••••• I••• independent RIA | St. Petersburg, Fl | Jul 13, 2005 | 32 y | 0 | 2 |
| R••••• H•••• P•••• Certified Financial Planner · dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Aug 30, 2019 | 30 y | 2 | 1 |
| Y••••• L••••• R••••••••• Chartered Financial Consultant · dual registrant | V•••• C••••••• I••• independent RIA | Lehighton, Pa | Oct 4, 2019 | 19 y | 3 | 2 |
| A•••••••• J• R•••••••• | V•••• C••••••• I••• independent RIA | Coral Gables, Fl | Aug 8, 2023 | 11 y | 2 | 1 |
| D•••• L• R••••••••• | V•••• C••••••• I••• independent RIA | State College, Pa | Jul 14, 2015 | 11 y | 0 | 1 |
| S•••••• R••• R••••• | V•••• C••••••• I••• independent RIA | Watertown, Ny | Feb 24, 2026 | 17 y | 0 | 1 |
| M••••• E••••••••• R••••• Chartered Financial Consultant · dual registrant | V•••• C••••••• I••• independent RIA | Watertown, Ny | Mar 20, 2021 | 32 y | 0 | 1 |
| S••••• A••• R••••• dual registrant | V•••• C••••••• I••• independent RIA | Murfreesboro, Tn | Mar 20, 2021 | 19 y | 0 | 2 |
| A•• B••• S•••• Certified Financial Planner · dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Jul 2, 2021 | 14 y | 1 | 1 |
| A••• M•••• S•••• dual registrant | V•••• C••••••• I••• independent RIA | Sewickley, Pa | Feb 14, 2025 | 11 y | 0 | 1 |
| S•••• E••••• S•••• Certified Financial Planner · dual registrant | V•••• C••••••• I••• independent RIA | Sewickley, Pa | May 25, 2005 | 37 y | 0 | 2 |
| C••••••••• D••••• S•••• dual registrant | V•••• C••••••• I••• independent RIA | Bethlehem, Pa | Jul 8, 2005 | 35 y | 2 | 3 |
| A•••• M••• S•••• dual registrant | V•••• C••••••• I••• independent RIA | Lakewood, Pa | Feb 18, 2020 | 10 y | 0 | 1 |
| A••••• S•••••• Certified Financial Planner · dual registrant | V•••• C••••••• I••• independent RIA | Camp Hill, Pa | May 27, 2026 | 10 y | 2 | 1 |
| J••• F•••••••• S••••• dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Jan 4, 2018 | 19 y | 1 | 1 |
| L•••• M•••• S••• dual registrant | V•••• C••••••• I••• independent RIA | Forty Fort, Pa | Oct 10, 2016 | 25 y | 0 | 1 |
| J••• J••••• S••••• dual registrant | V•••• C••••••• I••• independent RIA | Bellefonte, Pa | Apr 28, 2004 | 25 y | 0 | 1 |
| C••••••••• P•••• S•••••••• dual registrant | V•••• C••••••• I••• independent RIA | Bedminster, Nj | Sep 28, 2023 | 13 y | 1 | 2 |
| S•••• E•••••• T••• | V•••• C••••••• I••• independent RIA | White Plains, Ny | Aug 8, 2017 | 11 y | 1 | 2 |
| C• T••••••• | V•••• C••••••• I••• independent RIA | State College, Pa | May 25, 2021 | 15 y | 0 | 1 |
| J••••••• S• V•• K••• dual registrant | V•••• C••••••• I••• independent RIA | Grove City, Pa | Mar 5, 2025 | 12 y | 0 | 1 |
| A••• M• V••• dual registrant | V•••• C••••••• I••• independent RIA | Aliquippa, Pa | Jun 1, 2023 | 11 y | 0 | 2 |
| J•••••• M•••••• W••••••••• | V•••• C••••••• I••• independent RIA | State College, Pa | May 1, 2017 | 10 y | 0 | 1 |
| Z•••••• J••••• W•••• dual registrant | V•••• C••••••• I••• independent RIA | Camp Hill, Pa | Oct 27, 2025 | 12 y | 0 | 1 |
| J••••••••• N•••• C•••• W••••••• | V•••• C••••••• I••• independent RIA | State College, Pa | Dec 1, 2021 | 10 y | 0 | 1 |
| G•••• H••••• W••••••• Chartered Financial Consultant · dual registrant | V•••• C••••••• I••• independent RIA | State College, Pa | Jun 16, 2005 | 43 y | 0 | 2 |
| E•••• Y•••• Certified Financial Planner | V•••• C••••••• I••• independent RIA | Westlake Village, Ca | Mar 21, 2024 | 13 y | 0 | 2 |
| G••••••• E•••••••• Y•••• | V•••• C••••••• I••• independent RIA | State College, Pa | Jul 30, 2024 | 18 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 2 of 2Previous