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Robert C. Weeks

INVICTA CAPITAL LLC
OAKMONT, PA 15139
Some features on this profile are disabled
CRD#: 461319
RW

Professional summary

Robert Collier Weeks is a registered financial professional currently at INVICTA CAPITAL LLC located in Oakmont, Pennsylvania.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1973. Robert has worked at 14 firms and has passed the Series 63, Series 7TO, SIE, PC and Series 1 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert Collier Weeks's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 21, 2023 - Present

INVICTA CAPITAL LLC

Office #1: 527 Cedar Way Suite 101, Oakmont, PA 15139
BD
CRD#: 288101
OAKMONT, PA
Past

July 11, 2014 - December 31, 2022

FRONTIER SOLUTIONS, LLC

BD
CRD#: 136102
RICHMOND, VA
Past

November 25, 2013 - June 30, 2014

EQUUS FINANCIAL CONSULTING LLC

BD
CRD#: 131449
NEW CANAAN, CT
Past

April 4, 2011 - October 11, 2013

C. L. KING & ASSOCIATES, INC.

BD
CRD#: 6183
NEW YORK, NY
Past

March 19, 1998 - December 31, 2010

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
NEW YORK, NY
Past

January 2, 1997 - April 13, 1998

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

July 26, 1995 - January 2, 1997

THE CHICAGO CORPORATION

BD
CRD#: 1449
CHICAGO, IL
Past

January 29, 1993 - May 3, 1995

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

February 27, 1980 - October 8, 1992

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

February 8, 1978 - February 27, 1980

MORGAN STANLEY & CO., INCORPORATED

BD
CRD#: 5203
Past

August 22, 1977 - February 5, 1978

KUHN LOEB & CO. INCORPORATED

BD
CRD#: 2485
Past

August 22, 1977 - January 2, 1979

KUHN, LOEB & CO. INTERNATIONAL

BD
CRD#: 2486
Past

April 23, 1976 - May 1, 1980

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
Past

July 3, 1973 - May 28, 1976

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(2/21/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 11/28/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
PC
Date: 3/27/1979
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 6/27/1973
Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IC
INVICTA CAPITAL LLC
INVICTA CAPITAL LLC

CRD#: 288101 / SEC#: , 8-69923

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
527 Cedar Way Suite 101, Oakmont, PA 15139
Mailing Address
527 Cedar Way Suite 101, Oakmont, PA 15139
Phone number
(412) 349-8684
Established
Pennsylvania since 07/14/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
INVICTA FINANCIAL GROUPHOLDING COMPANY
GIAMBRI, PHILIP MAYNARDSHAREHOLDER1182516
TEAL, GREGORY SCOTTSHAREHOLDER4768591
PEARSON, KRISTIN MARIECHIEF COMPLIANCE OFFICER4522677

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INVICTA CAPITAL LLC

CRD#: 288101Oakmont, PA 15139

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