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Current Employers
Invicta Advisors Llc

527 Cedar Way Suite 101, Oakmont, PA 15139 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-10-25
  • PA RA
    APPROVED
    Since 2018-10-25

Branch Locations

1318 Meetinghouse Road, Upper Chichester, PA 19061 • United States

527 Cedar Way Suite 101, Oakmont, PA 15139 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trustmont Financial Group, Inc Greensburg PA 05/2007 11/2018
Trustmont Advisory Group, Inc. Greensburg PA 05/2007 11/2018
Invicta Capital Llc Monroeville AZ 11/2018 Present
Invicta Advisors Llc Monroeville PA 11/2018 Present
Previous Registrations
Other Businesses

DBA YOUR BEST INTEREST FINANCIAL SERVICES INC., 1318 MEETINGHOUSE ROAD, BOOTHWYN, PA 19061. INSURANCE SALES: LIFE INSURANCE,DISIBILTIY, LTC INDEXED AND FIXED ANNUITIES. TAX PREPARATION, PREPARE TAXES FOR INDIVIDUALS AND BUSINESSES AS ENROLLED AGENT, REGISTERED TAX RETURN PREPARER (RTRP). ACCOUNT & FINANCIAL STATEMENTS. VALLEY POINT CHURCH, ELDER- CONDUCT & ADMINSTER BUSINESS MATTER OF THE CHURCH. PREPARE BUDGET FOR CONGREGATION TO VOTE ON. 401K PRO. REVIEW 401K PERSONAL ACCOUNTS FOR A FEE. NOTARY PUBLIC. MAINTAINS (AIF) ACCREDITED INVESTMENT FIDUCIARY DESIGNATION.ALSO, CFP AND CHFC PROFESSIONAL DESIGNATIONS. DBA TEAL FINANCIAL SERVICES, 1318 MEETINGHOUSE RD, UPPER CHICHESTER, 19061. NOT HELD OUT TO THE PUBLIC AS DBA. IT IS USED FOR ACCOUNTING PURPOSES & BUSINESS STRUCTURE. 1 HPM DURING SECURITIES TRADING HOURS. TEALS FUN SERVICES DBA FUN SERVICES, 4009 MARKET ST, ASTON, PA 19014. START DATE OF 9/2012.ACTIVITIES CONDUCTED AT THIS LOCATION INCLUDE PROVIDING HOLIDAY GIFT SHOP TO SCHOOLS, GAME PRIZES AND FUNDRAISING ACTIVITIES. 20 HPM, 10 HPM DURING SECURITIES TRADING HOURS. SOFTWARE DESIGN SERVICES, PROCUREMENT OF TABLETS & ASSOCIATED HARDWARE AND CUSTOMIZED APP FOR A CASH REGISTER. 20 HPM-10 HPM DURING SECURITIES TRADING HOURS. OWNER OF COMPANY. OVERSEEING BUSINESS OPERATIONS, SALES, MARKETING AND OPERATIONS. 10 HPM, 3 DURING SECURITIES TRADING HOURS. MANAGING MEMBER OF JPRG ENTERPRISES, LLC, 4009 MARKET ST, UNIT O, ASTON, PA 19014. COMMERCIAL RENTAL REAL ESTATE. DUTIES INCLUDE PROPERTY OWNERSHIP, EXECUTING CONTRACTS AND PROPERTY MAINTENANCE. 2 HPM, 0 DURING SECURITIES TRADING HOURS. JPRG ENTERPRISES II, LLC, A COMMERCIAL REAL ESTATE HOLDING COMPANY FOR RENTAL INCOME. MANAGING MEMBER. SPECIFIC DUTIES WILL BE PAYING BILLS AND COLLECTING RENT. OWNER-THE ULTIMATE MAN APP,THE ULTIMATE FAMILY APP, THE ULTIMATE FAMILY ,LLC. 2609 E. COLONIAL DRIVE, UPPER CHICHESTER, PA 19061. A FAMILY OF APPS THAT REMIND PEOPLE OF IMPORTANT DATES AND ALLOWS THEM TO PURCHASE GIFTS. DUTIES: COMPANY ADMINISTRATION/SW ARCHITECT. 5 HPW NOT DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-13
  • S66 Uniform Combined State Law Examination
    2004-03-13
Designations

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