DFX Intelligence
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.
Feed of 09/15/2026
Also filed as Timothy David Landis
At current firm
6 y
since Jul 1, 2020
In the industry
18 y
since Mar 3, 2008 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Invicta Advisors LLC independent RIA currentsince Jul 1, 2020 · Oakmont, Pa
- Coy Capital Management state registeredDec 23, 2015 to Aug 13, 2024 · Monroeville, Pa
- Pnc Wealth Management BD affiliatedAug 8, 2012 to Nov 24, 2015 · New Kensington, Pa
- Mdt Advisers, A Division Of Federated Mdta LLC asset managerJan 7, 2011 to Jul 10, 2012 · Boston, Ma
- Federated Global Investment Management Corp. asset managerJan 7, 2011 to Jul 10, 2012 · New York, Ny
- Federated Securities Corp. no RAUMNov 11, 2009 to Jul 10, 2012 · Pittsburgh, Pa
- Federated Investment Counseling institutionalMar 4, 2008 to Jul 10, 2012 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Coy Capital Management to Invicta Advisors LLCleft Aug 13, 2024, registered Jul 1, 2020 (-1504 days) · Other
- Pnc Wealth Management to Coy Capital Managementleft Nov 24, 2015, registered Dec 23, 2015 (29 days) · Other
- Mdt Advisers, A Division Of Federated Mdta LLC to Federated Global Investment Management Corp.left Jul 10, 2012, registered Jan 7, 2011 (-550 days) · channel change inside one enterprise, not a move
- Federated Securities Corp. to Mdt Advisers, A Division Of Federated Mdta LLCleft Jul 10, 2012, registered Jan 7, 2011 (-550 days) · channel change inside one enterprise, not a move
- Federated Investment Counseling to Federated Securities Corp.left Jul 10, 2012, registered Nov 11, 2009 (-972 days) · channel change inside one enterprise, not a move
- Federated Global Investment Management Corp. to Pnc Wealth Managementleft Jul 10, 2012, registered Aug 8, 2012 (29 days) · Other
Signals
- Timothy Landis left Coy Capital Management for Invicta Advisors Llc (registered 2020-07-01)Aug 13, 2024 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address