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

Arrivals at Invicta Advisors LLC

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
Deborah Rebecca LewisThe Strategic Financial Alliance BD affiliatedInvicta Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2025Sep 19, 2025
Louis Camacho FrankLotusgroup Advisors independent RIAInvicta Advisors LLC independent RIARIA to RIAJan 8, 2025Oct 29, 2024
Timothy LandisCoy Capital Management state registeredInvicta Advisors LLC independent RIAOtherAug 13, 2024Jul 1, 2020
John Walton SimmonsOvation Partners, LP asset managerInvicta Advisors LLC independent RIAOtherNov 28, 2023Dec 11, 2023
Juan LopezVerity Asset Management independent RIAInvicta Advisors LLC independent RIARIA to RIAMay 9, 2022Oct 31, 2023 (540 d)
Preston BoydEsb Wealth Management, LLC institutionalInvicta Advisors LLC no RAUMOtherDec 23, 2020Nov 15, 2018
Scott Alan LucasWisdom Wealth Investment Advisors LLC independent RIAInvicta Advisors LLC independent RIARIA to RIADec 31, 2019Oct 3, 2019
Catherine Joyce Oliver-AllenBryan Advisory Services, LLC independent RIAInvicta Advisors LLC independent RIARIA to RIANov 1, 2019Oct 31, 2019
Wayne Scott SegearTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 18, 2018Dec 7, 2018
Kyle Edwin BeveridgeTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 10, 2018Nov 15, 2018
Alex Joseph KulkaTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 10, 2018Nov 15, 2018
Rex LinkenbachTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 29, 2018Nov 15, 2018
Adam BeveridgeTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 29, 2018Nov 15, 2018
Gregory Scott TealTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 15, 2018Oct 25, 2018
Eric Michael SmithTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 15, 2018Oct 25, 2018
Aimee Anne TothTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 15, 2018Oct 19, 2018
Kristin Marie PearsonThe Coury Firm independent RIAInvicta Advisors LLC no RAUMRIA to a newly registered adviserOct 31, 2018Nov 16, 2018
Scott CoyTrustmont Advisory Group, Inc. BD affiliatedInvicta Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2018Jul 14, 2020 (820 d)
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18 moves match.