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Advisor at INVICTA ADVISORS LLC
Doylestown, PA | OAKMONT, 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 |
|---|---|---|---|---|---|---|
| INVICTA ADVISORS LLC | Independent wealth | Oct 25, 2018 | n/a | yes | OAKMONT, PA|Doylestown, PA | Current employment |
| TRUSTMONT ADVISORY GROUP, INC. | Bd affiliated wealth | Oct 9, 2014 | Nov 15, 2018 | no | DOYLESTOWN, PA|GREENSBURG, PA|DOYLESTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUSTMONT ADVISORY GROUP, INC. | INVICTA ADVISORS LLC | Nov 15, 2018 | Oct 25, 2018 | -21 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106015:298868:PA:2018-11-15 | Nov 15, 2018 | Oct 25, 2018 | DOYLESTOWN, PA | Firm change |