Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Berchenbriter is a financial professional with over 30 years of experience in the industry. David has a diverse background in the securities industry, having worked for several firms. David currently works for Invicta Capital LLC, a company based in OAKMONT, PA. David has worked for a number of firms including BERCHWOOD PARTNERS LLC in New York, NY, ATLANTIC FINANCIAL SERVICES OF MAINE, INC. in PORTLAND, ME, C.P. EATON & ASSOCIATES, INC. in ROWAYTON, CT, DEVON SECURITIES COMPANY, L.P., SRE INVESTOR SERVICES, INC., WOODCLIFF SECURITIES, INC., MORGAN LEWIS GITHENS & AHN, INC. and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. David holds several licenses and certifications, including Series 7, 63, 24, 27, 28, SIE, 5, 79TO and 99TO. David has also been a registered representative in New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
PA
06/12/2024 - Present
Invicta Capital LLC (OAKMONT PA)
NY
05/14/2001 - 06/20/2024
BERCHWOOD PARTNERS LLC (NEW YORK NY)
ME
06/21/2000 - 05/16/2001
ATLANTIC FINANCIAL SERVICES OF MAINE, INC. (PORTLAND ME)
CT
08/04/1997 - 06/14/2000
C.P. EATON & ASSOCIATES, INC. (ROWAYTON CT)
NA
01/22/1990 - 03/14/1992
DEVON SECURITIES COMPANY, L.P.
NA
03/26/1985 - 11/27/1989
SRE INVESTOR SERVICES, INC.
NA
01/23/1985 - 05/24/1985
WOODCLIFF SECURITIES, INC.
NA
08/15/1984 - 12/07/1984
MORGAN LEWIS GITHENS & AHN, INC.
NA
06/21/1979 - 09/27/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 12/09/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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