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.

Advisor moves

Departures from Invicta Financial Group

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Blake Alexander MorletInvicta Financial Group independent RIAWellth Advisory Services, LLC institutionalOtherNov 17, 2025Nov 5, 2025
Gerardo GarciaInvicta Financial Group independent RIAConfianza Wealth Management state registeredRIA to a state-registered adviserDec 15, 2023Apr 19, 2024 (126 d)
Phillip Marron MillsInvicta Financial Group independent RIAFlying Forward Wealth Management state registeredRIA to a state-registered adviserJun 9, 2023Aug 7, 2023 (59 d)
James Edward LatiolaisInvicta Financial Group independent RIALifestyle Asset Management, Inc. independent RIARIA to RIAAug 15, 2022Sep 30, 2022 (46 d)
Matthew Lee PontesInvicta Financial Group no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherDec 8, 2017Jan 3, 2022 (1487 d)
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5 moves match.