Best Investors
Account
Sign in
Best Investors
Account
Sign in
527 Cedar Way Suite 101, Oakmont, PA 15139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-07-01 |
Branch Locations
527 Cedar Way Suite 101, Oakmont, PA 15139 • United States
Apollo, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmont Financial Group, Inc | Greensburg | PA | 11/2015 | 01/2017 |
| Coy Capital Management, Inc. | Monroeville | PA | 11/2015 | 07/2024 |
| Invicta Advisors | Oakmont | PA | 06/2020 | Present |
| Invicta Capital Llc | Monroeville | PA | 09/2020 | 04/2023 |
| Invicta Capital Llc | Oakmont | PA | 07/2024 | Present |
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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-03 |
Reach out to this advisor