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Advisor at INVICTA FINANCIAL GROUP
San Diego, CA
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 FINANCIAL GROUP | Independent wealth | Sep 6, 2019 | n/a | yes | San Diego, CA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jul 2, 2013 | Sep 11, 2018 | no | SAN DIEGO, CA | Previous registration |
| FIRST COMMAND FINANCIAL PLANNING, INC. | Former SEC adviser | Sep 2, 2005 | Jul 25, 2013 | no | Oceanside, CA|OCEANSIDE, CA | Previous registration |
| FIRST COMMAND BANK | n/a | Jan 4, 2005 | Sep 2, 2005 | no | FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | INVICTA FINANCIAL GROUP | Sep 11, 2018 | Sep 6, 2019 | 360 | Firm change | Other |
| FIRST COMMAND FINANCIAL PLANNING, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jul 25, 2013 | Jul 2, 2013 | -23 | Firm change | Other |
| FIRST COMMAND BANK | FIRST COMMAND FINANCIAL PLANNING, INC. | Sep 2, 2005 | Sep 2, 2005 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:288008:CA:2018-09-10 | Sep 11, 2018 | Sep 6, 2019 | SAN DIEGO, CA | Firm change |