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John M Montgomery

Invictus Investment Advisors

Lawton, OK

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Current Employers
Invictus Investment Advisors

Lawton, OK • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01

Branch Locations

Lawton, OK • 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
State Of Oklahoma Oklahoma City OK 11/2018 08/2023
State Of Oklahoma Oklahoma City OK 11/2014 11/2018
University Of Oklahoma Norman OK 08/2017 06/2019
Lawton Fort Sill Chamber Of Commerce Lawton OK 08/2023 04/2025
Invictus Investment Advisor Llc Lawton OK 01/2019 Present
Invictus Consulting Llc Lawton OK 04/2025 Present
  • 11/2018 → 08/2023
    State Of Oklahoma
    Oklahoma City, OK
  • 11/2014 → 11/2018
    State Of Oklahoma
    Oklahoma City, OK
  • 08/2017 → 06/2019
    University Of Oklahoma
    Norman, OK
  • 08/2023 → 04/2025
    Lawton Fort Sill Chamber Of Commerce
    Lawton, OK
  • 01/2019 → Present
    Invictus Investment Advisor Llc
    Lawton, OK
  • 04/2025 → Present
    Invictus Consulting Llc
    Lawton, OK
Other Businesses

Invictus Consulting LLC CEO/president Contract non-profit executive and government affairs consulting, non-investment related Duties: Manage financial and event planning operations of contracted non-profits and engage in government affairs activity on a limited basis on behalf of the non-profit 40 hours per month, no more than 3 hours per week during securities trading hours 208 SW 78th Street Lawton, OK 73505

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-21
  • S65 Uniform Investment Adviser Law Examination
    2019-10-21

View on SEC IAPD

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