Timothy Landis

INVICTA ADVISORS LLC

Apollo, PA

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CRD#: 5456258

Professional summary

Timothy Landis, who also goes by Timothy David Landis, is a registered financial advisor currently at INVICTA ADVISORS LLC located in Apollo, Pennsylvania and INVICTA CAPITAL LLC located in Oakmont, Pennsylvania.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Timothy has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy David Landis

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.

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;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Landis'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

July 1, 2020 - Present

INVICTA ADVISORS LLC

RIA

CRD#: 5009

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVICTA ADVISORS LLC

CRD#: 298868 / SEC#: 801-114114

RIA

Registered Investment Advisory firm - (10/12/2018 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/1/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/3/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/6/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/9/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

INVICTA ADVISORS LLC

CRD#: 298868 / SEC#: 801-114114

RIA

Registered Investment Advisory firm - (10/12/2018 Approved)

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Contact information

Main Address

527 Cedar Way Suite 101, Oakmont, PA 15139

Mailing Address

Phone number

(412) 349-8684

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,371
AUM (Assets Under Management)	$ 183,496,330

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.

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Timothy Landis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Landis's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVICTA CAPITAL LLC

INVICTA CAPITAL LLC

COY CAPITAL MANAGEMENT

TRUSTMONT FINANCIAL GROUP, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

FEDERATED SECURITIES CORP.

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

Primary Firm SEC Registration

INVICTA ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/3/2008

SIE

Date: 9/6/2018

Series 7

Date: 1/9/2008

FINRA

Current Firm

INVICTA ADVISORS LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVICTA ADVISORS LLC

TRUST BUT VERIFY

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