Timothy Landis is a registered investment advisor, based in Oakmont, PA, with 18 years of industry experience.
Location
527 Cedar Way, Suite 101, Oakmont, PA, 15139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy sells life, long-term care, and disability insurance through S.W. Coy Financial Inc., with varying hours per month. He is also the Chairman of the Patrick Waibel Memorial Fund and a Registered Representative with Invicta Capital LLC, spending about 10-20% of his time advising clients on investments.
Employment History
Current Registrations
Invicta Capital LLC
Invicta Capital LLCBroker
Invicta Advisors LLC
Previous Registrations
Invicta Capital LLCBroker
Coy Capital Management
Trustmont Financial Group, INC.Broker
PNC InvestmentsBroker
PNC Investments
Mdt Advisers, a Division of Federated Mdta LLC
Federated Global Investment Management CORP.
Federated Securities CORP.
Federated Investment Counseling
Federated Securities CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.