Timothy Landis

Employer firm

Invicta Advisors LLC CRD 298868

$310M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 01/2017
  Trustmont Financial Group, Inc
  Greensburg, PA
• 11/2015 → 07/2024
  Coy Capital Management, Inc.
  Monroeville, PA
• 06/2020 → Present
  Invicta Advisors
  Oakmont, PA
• 09/2020 → 04/2023
  Invicta Capital Llc
  Monroeville, PA
• 07/2024 → Present
  Invicta Capital Llc
  Oakmont, PA

Previous Registrations

• 2015-12-23 → 2024-08-13
  Coy Capital Management
  Monroeville, PA
• 2012-08-08 → 2015-11-24
  Pnc Wealth Management Llc
  New Kensington, PA
  Monroeville, PA
  Seven Fields, PA
• 2009-11-11 → 2012-07-10
  Federated Securities Corp.
  Pittsburgh, PA
• 2008-03-04 → 2012-07-10
  Federated Investment Counseling
  Pittsburgh, PA
• 2011-01-07 → 2012-07-10
  Federated Global Investment Management Corp.
  New York, NY
• 2011-01-07 → 2012-07-10
  Mdt Advisers, A Division Of Federated Mdta Llc
  Boston, MA

Other Businesses

1) LIFE, LONG TERM CARE, VARIABLE AND TRADITIONAL LIFE INSURANCE, LONG-TERM CARE AND DISABILITY INSURANCE SALES, S.W. COY FINANCIAL INC., 2790 MOSSIDE BLVD. STE 540, MONROEVILLE PA 15146; NUMBER OF HOURS PER MONTH WILL VARY. 2) Patrick Waibel Memorial Fund; Chairman; Investment Related: No; 532 Joyce St Apollo PA 15613; 501c3 Charity to raise money for donations to research; Duties: Organize and manage fund raising activities (ie golf outing); 2017-07-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; 3) Invicta Capital LLC; Registered Representative; Investment Related: Yes; 2790 Mosside Blvd Monroeviille PA 15216 USA; Broker Dealer Firm; Duties: Advise clients on investments, service accounts, trade; 2020-03-01; Hours per month devoted to business during trading hours: 30; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 30;

Exams

• S66 Uniform Combined State Law Examination
  2008-03-03

Other Names

• Timothy David Landis