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DB

David W. Berchenbriter

INVICTA CAPITAL LLC
OAKMONT, PA 15139
Some features on this profile are disabled
CRD#: 867411
DB

Professional summary

David Wayne Berchenbriter, who also goes by Berch Berchenbriter, is a registered financial professional currently at INVICTA CAPITAL LLC located in Oakmont, Pennsylvania.

David is registered as a RR (Registered Representative) and started their career in finance in 1979. David has worked at 9 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 5, Series 28, Series 27 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Berch Berchenbriter

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 David Wayne Berchenbriter'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

June 12, 2024 - Present

INVICTA CAPITAL LLC

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

May 14, 2001 - June 20, 2024

BERCHWOOD PARTNERS LLC

BD
CRD#: 108399
NEW YORK, NY
Past

June 21, 2000 - May 16, 2001

ATLANTIC FINANCIAL SERVICES OF MAINE, INC.

BD
CRD#: 31743
PORTLAND, ME
Past

August 4, 1997 - June 14, 2000

EATON PARTNERS, LLC

BD
CRD#: 31170
ROWAYTON, CT
Past

January 22, 1990 - March 14, 1992

DEVON SECURITIES COMPANY, L.P.

BD
CRD#: 25778
Past

March 26, 1985 - November 27, 1989

SRE INVESTOR SERVICES, INC.

BD
CRD#: 15700
Past

January 23, 1985 - May 24, 1985

WOODCLIFF SECURITIES, INC.

BD
CRD#: 13129
Past

August 15, 1984 - December 7, 1984

MORGAN JOSEPH TRIARTISAN LLC

BD
CRD#: 10948
Past

June 21, 1979 - September 27, 1984

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

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
New York
(6/12/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 6/30/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/9/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 5
Date: 10/26/1981
Interest Rate Options Examination
Principal/Supervisory Exam
RR
Series 28
Date: 1/2/2023
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 12/9/2000
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/16/2000
General Securities Principal 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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