Best Investors Account Sign in
Inactive

Sandi Ilene Goldhamer

Invicta Financial Group

Yuma, AZ

Boerne, TX

Claim This Profile
Current Employers
Invicta Financial Group

2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-01
  • TX RA
    APPROVED
    Since 2021-02-01

Branch Locations

2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States

12 Truss Road Suite 104, Boerne, TX 78006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United States Border Patrol Washington DC 09/2015 03/2019
N/A - Retired Boerne TX 04/2019 11/2020
Bdt & Associates, Inc. Boerne TX 11/2020 Present
  • 09/2015 → 03/2019
    United States Border Patrol
    Washington, DC
  • 04/2019 → 11/2020
    N/A - Retired
    Boerne, TX
  • 11/2020 → Present
    Bdt & Associates, Inc.
    Boerne, TX
Other Businesses

1) Sandi Ilene Goldhamer is a licensed insurance agent of Sandi Ilene Goldhamer, Sole Proprietor since January 2023. She is an independent insurance agent that sells and services for health, and life insurance. She always acts in the best interest of the client. Clients are not required to implement the plan in her capacity as a licensed insurance agent. She receives approximately $3,000 compensation annually and spends about 1 hour per month on this activity. 2) Sandi Ilene Goldhamer is an owner and manager of Prohamer, LLC since January 2023. This is a single owner corporation established to pay all appropriate payroll taxes, and federal income taxes for advisory business. She receives no compensation for this activity and spends approximately 2 hours per month on this activity. 3) Sandi Ilene Goldhamer is a trustee of trust since June 2011. She receives no compensation for this activity and spends 0-1 hours per month on this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-30
  • S65 Uniform Investment Adviser Law Examination
    2021-01-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Yuma, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor