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Advisor at INVICTA ADVISORS LLC
Worthington, OH | 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 3, 2019 | n/a | yes | Worthington, OH|OAKMONT, PA | Current employment |
| WISDOM WEALTH INVESTMENT ADVISORS LLC | Independent wealth | Mar 28, 2014 | Dec 31, 2019 | no | PHOENIX, AZ|WORTHINGTON, OH | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Aug 19, 1999 | Sep 24, 2019 | no | WORTHINGTON, OH|REYNOLDSBURG, OH|LOGAN, OH|WORTHINGTON, OH|SOUTH MIAMI BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WISDOM WEALTH INVESTMENT ADVISORS LLC | INVICTA ADVISORS LLC | Dec 31, 2019 | Oct 3, 2019 | -89 | Firm change after gap | RIA to RIA |
| CONCOURSE FINANCIAL GROUP ADVISORS | WISDOM WEALTH INVESTMENT ADVISORS LLC | Sep 24, 2019 | Mar 28, 2014 | -2,006 | Firm change after gap | Ibd to RIA |