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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
B•••• D•••••• T•••
- Business email
- barry@invictafg.comreportedinvictafg.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.
- I•••••• F•••••••• G•••• independent RIA currentsince May 18, 2018 · Yuma, Az
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedJul 14, 2016 to Sep 10, 2018 · Yuma, Az
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedMay 11, 2011 to Apr 2, 2014 · Yuma, Az
- O••• W••••• A•••••••• I••• formerMar 12, 2008 to May 13, 2011 · Yuma, Az
- F•••• C•••••• F•••••••• P•••••••• I••• formerSep 2, 2005 to Mar 24, 2008 · Yuma, Az
- F•••• C•••••• B••• unclassifiedJan 12, 2005 to Sep 2, 2005 · Fort Worth, Tx
- C•••••••• I••••••••• R••••••• A•••••••• I••• to I•••••• F•••••••• G••••left Sep 10, 2018, registered May 18, 2018 (-115 days) · Other · moved with a team
- O••• W••••• A•••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left May 13, 2011, registered May 11, 2011 (-2 days) · Other
- F•••• C•••••• F•••••••• P•••••••• I••• to O••• W••••• A•••••••• I•••left Mar 24, 2008, registered Mar 12, 2008 (-12 days) · Other
- F•••• C•••••• B••• to F•••• C•••••• F•••••••• P•••••••• I•••left Sep 2, 2005, registered Sep 2, 2005 (0 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address