476 Rolling Ridge Drive, Suite 315, State College, PA, 16801
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Amy provides administrative services to advisors at Vicus Capital, Inc., a registered investment advisor and financial services firm, dedicating full-time hours to each role. She also serves in fiduciary roles for her mother, including future executor, agent in healthcare directive, and attorney in fact, which requires minimal time.