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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

AIMEE ANNE TOTH

Advisor at INVICTA ADVISORS LLC

OAKMONT, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fffb6011-0b48-b5bb-9a96-05a2b010f97b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jan 8, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Aimee Anne Toth

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INVICTA ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 8, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
First registration: Jan 8, 2008
Dual registered: yes, broker-dealer
Other names: AIMEE ANNE TOTH|AIMEE ANNE TOTH
IAPD individual key: 5079628

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INVICTA ADVISORS LLC	Independent wealth	Oct 19, 2018	n/a	yes	OAKMONT, PA	Current employment
TRUSTMONT ADVISORY GROUP, INC.	Bd affiliated wealth	Nov 20, 2013	Nov 15, 2018	no	GREENSBURG, PA	Previous registration
ALLEGHENY INVESTMENTS	Independent wealth	Jan 8, 2008	Oct 1, 2012	no	PITTSBURGH, PA\|PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUSTMONT ADVISORY GROUP, INC.	INVICTA ADVISORS LLC	Nov 15, 2018	Oct 19, 2018	-27	Firm change	Ibd to new firm
ALLEGHENY INVESTMENTS	TRUSTMONT ADVISORY GROUP, INC.	Oct 1, 2012	Nov 20, 2013	415	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106015:298868:PA:2018-11-15	Nov 15, 2018	Oct 19, 2018	GREENSBURG, PA	Firm change

Relationships

Registered with (3)

→ INVICTA ADVISORS LLCRegistered adviserregistration: current employment
Oct 19, 2018 to presentfactForm ADV
→ TRUSTMONT ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Nov 20, 2013 to Nov 15, 2018factForm ADV
→ ALLEGHENY INVESTMENTSRegistered adviserregistration: previous registration
Jan 8, 2008 to Oct 1, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fffb6011-0b48-b5bb-9a96-05a2b010f97b
First observed: Jan 8, 2008
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AIMEE ANNE TOTH

Advisor at INVICTA ADVISORS LLC

OAKMONT, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fffb6011-0b48-b5bb-9a96-05a2b010f97b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:56 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

INVICTA ADVISORS LLC

Independent wealth

Oct 19, 2018

n/a

yes

OAKMONT, PA

Current employment

TRUSTMONT ADVISORY GROUP, INC.

Bd affiliated wealth

Nov 20, 2013

Nov 15, 2018

GREENSBURG, PA

Previous registration

ALLEGHENY INVESTMENTS

Independent wealth

Jan 8, 2008

Oct 1, 2012

PITTSBURGH, PA|PITTSBURGH, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TRUSTMONT ADVISORY GROUP, INC.

INVICTA ADVISORS LLC

Nov 15, 2018

Oct 19, 2018

-27

Firm change

Ibd to new firm

ALLEGHENY INVESTMENTS

TRUSTMONT ADVISORY GROUP, INC.

Oct 1, 2012

Nov 20, 2013

415

Firm change after gap

Other

Team

Left

Joined

From

Kind

106015:298868:PA:2018-11-15

Nov 15, 2018

Oct 19, 2018

GREENSBURG, PA

Firm change