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Advisor at INVICTA ADVISORS LLC
OAKMONT, PA | Raleigh, NC
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 |
|---|---|---|---|---|---|---|
| INVICTA ADVISORS LLC | Independent wealth | Sep 19, 2025 | n/a | yes | OAKMONT, PA|Raleigh, NC | Current employment |
| THE STRATEGIC FINANCIAL ALLIANCE | Bd affiliated wealth | Apr 23, 2025 | Sep 22, 2025 | no | Raleigh, NC|ATLANTA, GA|RALEIGH, NC|ATLANTA, GA|Raleigh, NC | Previous registration |
| LEWIS FINANCIAL MANAGEMENT, LLC | Independent wealth | Aug 6, 2014 | Mar 31, 2025 | no | RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE STRATEGIC FINANCIAL ALLIANCE | INVICTA ADVISORS LLC | Sep 22, 2025 | Sep 19, 2025 | -3 | Firm change | Ibd to RIA |
| LEWIS FINANCIAL MANAGEMENT, LLC | THE STRATEGIC FINANCIAL ALLIANCE | Mar 31, 2025 | Apr 23, 2025 | 23 | Firm change | RIA to ibd |