RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
- Title
- Financial Adviserreportedinvictafg.comfirm site, Sep 15, 2026
- Business email
- doyel@invictafg.comreportedinvictafg.comfirm site, Sep 15, 2026
- Professional profile
- invictafg.com/team/doyel-price-jrreportedinvictafg.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Invicta Financial Group independent RIA currentsince Mar 18, 2018 · Yuma, Az
- Cambridge Investment Research Advisors, Inc. BD affiliatedMay 11, 2011 to Sep 10, 2018 · San Diego, Ca
- Onyx Wealth Advisors, Inc. formerFeb 5, 2009 to May 13, 2011 · Dallas, Tx
- First Command Bank unclassifiedApr 12, 2004 to Sep 2, 2005 · Fort Worth, Tx
- First Command Financial Planning, Inc. formerOct 9, 2003 to Feb 6, 2009 · Oceanside, Ca
- Cambridge Investment Research Advisors, Inc. to Invicta Financial Groupleft Sep 10, 2018, registered Mar 18, 2018 (-176 days) · Other · moved with a team
- Onyx Wealth Advisors, Inc. to Cambridge Investment Research Advisors, Inc.left May 13, 2011, registered May 11, 2011 (-2 days) · Other
- First Command Financial Planning, Inc. to First Command Bankleft Feb 6, 2009, registered Apr 12, 2004 (-1761 days) · Other
- First Command Bank to Onyx Wealth Advisors, Inc.left Sep 2, 2005, registered Feb 5, 2009 (1252 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address