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527 Cedar Way Suite 101, Oakmont, PA 15139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-19 |
Branch Locations
527 Cedar Way Suite 101, Oakmont, PA 15139 • United States
5909 Falls Of Neuse Ste 102, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 03/2013 | 09/2025 |
| Lewis Financial Management, Llc | Raleigh | NC | 04/2011 | 06/2025 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 04/2025 | 09/2025 |
| Invicta Capital Llc | Oakmont | PA | 09/2025 | Present |
| Invicta Advisors, Llc | Oakmont | PA | 09/2025 | Present |
Six Points Wealth Management 04/23/2025 Investment Related 5909 Falls of Neuse, Suite 102 Raleigh, North Carolina, 27609 160 hours per month, 40 hours during securities trading hours Owner/Sole Proprietor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
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