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Advisor at COY CAPITAL MANAGEMENT
MONROEVILLE, 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 |
|---|---|---|---|---|---|---|
| COY CAPITAL MANAGEMENT | State registered | Jan 3, 2011 | n/a | yes | MONROEVILLE, PA | Current employment |
| INVICTA ADVISORS LLC | Independent wealth | Jul 14, 2020 | Nov 13, 2023 | no | OAKMONT, PA|Monroeville, PA | Previous registration |
| TRUSTMONT ADVISORY GROUP, INC. | Bd affiliated wealth | Oct 11, 2016 | Apr 16, 2018 | no | PITTSBURGH, PA|GREENSBURG, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVICTA ADVISORS LLC | n/a | Nov 13, 2023 | n/a | n/a | Departure no registered destination | Departure |
| TRUSTMONT ADVISORY GROUP, INC. | INVICTA ADVISORS LLC | Apr 16, 2018 | Jul 14, 2020 | 820 | Firm change after gap | Ibd to RIA |