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527 Cedar Way Suite 101, Oakmont, PA 15139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-10-03 |
| PA | RA | APPROVED | 2019-10-03 |
Branch Locations
947 Worthington Woods Loop Road, Worthington, OH 43085 • United States
527 Cedar Way Suite 101, Oakmont, PA 15139 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc. | Worthington | OH | 09/1998 | 09/2019 |
| Wisdom Wealth Investment Advisors Llc | Worthington | OH | 01/2014 | 10/2019 |
| Lucas Financial Service, Inc., | Worthington | OH | 03/2003 | Present |
| Invicta Advisors | Monroeville | PA | 10/2019 | Present |
| Invicta Capital | Monroeville | PA | 10/2019 | Present |
DBA AND INSURANCE: LUCAS FINANCIAL SERVICES, INC.; INVESTMENT RELATED; 947 WORTHINGTON WOODS LOOP DRIVE WORTHINGTON OH 43085; FINANCIAL SERVICES;FIXED INSURANCE SALES; OWNER/PRESIDENT; STARTED 05/01/1985; NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 40 NITEMAGIC /THE RENAISSANCE POSITION: PLANNER/HOST NATURE: NEW YEARS EVE PARTY INVESTMENT RELATED: NO NUMBER OF HOURS: 25 INVESTMENT RELATED HOURS: 0 START DATE: 11/01/2013 ADDRESS: 50 N THIRD ST, COLUMBUS OH 43215 DESCRIPTION: WE PLAN,ORGANIZE, HOST AND SELL TICKETS TO THE EVENT. IT IS MARKETED THOUGH FREE LOCAL PR AND A WEBSITE WWW.NEWYEARSEVEPARTYCOLUMBUS.COM IT IS NOT A CLIENT EVENT OR A LUCAS FINANCIAL EVENT. THERE ARE PEOPLE THERE THAT ARE GOOD FRIENDS THAT ALSO HAPPEN TO BE CLIENTS. THEY MAKE UP A VERY SMALL NUMBER OF THE ROUGHLY 1300 PERSON CROWD. THIS ONLY HAPPENS OVER THE LAST 6 WEEKS OF THE YEAR AND I PROBABLY HAVE 20-30 HOURS IN IT. NET IS PROBABLY ABOUT $15,000 FOR THE EVENT. Invicta Advisors POSITION: IAR NATURE: RIA INVESTMENT RELATED: YES NUMBER OF HOURS: 120 INVESTMENT RELATED HOURS: 30 START DATE: 01/17/2014 ADDRESS: 947 WORTHINGTON WOODS LOOP RD, WORTHINGTON OH 43085 WISDOM TAX GROUP, LLC POSITION: Owner NATURE: Tax prep, accounting, advice INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 12/07/2018 ADDRESS: 947 Worthington Woods Loop Rd, Worthington OH 43085, United States DESCRIPTION: This is a Happy Tax Franchise. I would be a franchisee owner and market tax services to be prepared by a licensed CPA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-26 |
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