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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-18 |
| TX | RA | APPROVED | 2019-01-18 |
Branch Locations
2003 S Easton Rd Ste 208, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jenkintown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | 01/2019 |
| Wells Fargo Advisors Financial Network, Llc | Doylestown | PA | 01/2019 | Present |
INVICTUS WEALTH MANAGEMENT; INVESTMENT RELATED; DOYLESTOWN,PA; 43% OWNERSHIP; START 1/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER.; TRUSTEE FOR INVICTUS WEALTH MANAGEMENT LLC CASH BALANCE PLAN, INV RELATED, DOYLESTOWN, PA, START: 12/26/2019, 3 HRS/MONTH, 3 HRS DURING TRADING. TRUSTEE FOR INVICTUS WEALTH MANAGEMENT LLC 401K & PSP, INV RELATED, DOYLESTOWN, PA, START: 9/2020, 2 HRS/MONTH, 2 HRS DURING TRADING. TRUSTEE FOR INVICTUS WEALTH MANAGEMENT LLC 401K & PSP FBO SELF, INV RELATED, DOYLESTOWN, PA, START: 9/2020, 2 HRS/MONTH, 2 HRS DURING TRADING. TRUSTEE FOR INVICTUS WEALTH MANAGEMENT LLC 401K & PSP FBO ASSOCIATES, INV RELATED, DOYLESTOWN, PA, START: 9/2020, 2 HRS/MONTH, 2 HRS DURING TRADING. TRUSTEE FOR INVICTUS WEALTH MANAGEMENT LLC 401K & PSP FBO ASSOCIATE, INV RELATED, DOYLESTOWN, PA, START: 3/2021, 2 HRS/MONTH, 2 HRS DURING TRADING. TRUSTEE FOR INVICTUS WEALTH MANAGEMENT LLC 401K & PSP FBO ASSOCIATE, INV RELATED, DOYLESTOWN, PA, START: 7/2022, 2 HRS/MONTH, 2 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-27 |
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