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MA

Michael S. Anderson

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CRD#: 7405548
MA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Scott Anderson, who also goes by Mike Anderson, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2021. Michael had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Anderson

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 3, 2021 - December 20, 2021

INVICTA FINANCIAL GROUP

RIA
CRD#: 288008
YUMA, AZ

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".
IF
INVICTA FINANCIAL GROUP
BDT & ASSOCIATES, INC. | INVICTA FINANCIAL GROUP

CRD#: 288008 / SEC#: 801-118542

RIA
Registered Investment Advisory firm - (4/27/2020 Approved)
Arizona
Registered Investment Advisory firm - (4/28/2020 Terminated)
California
Registered Investment Advisory firm - (5/28/2020 Terminated)
Iowa
Registered Investment Advisory firm - (4/29/2020 Terminated)
Louisiana
Registered Investment Advisory firm - (4/30/2020 Terminated)
Nevada
Registered Investment Advisory firm - (5/28/2020 Terminated)
North Carolina
Registered Investment Advisory firm - (4/29/2020 Terminated)
Texas
Registered Investment Advisory firm - (4/28/2020 Terminated)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/29/2021
Uniform Investment Adviser Law Examination

Current Firm


IF
INVICTA FINANCIAL GROUP
BDT & ASSOCIATES, INC. | INVICTA FINANCIAL GROUP

CRD#: 288008 / SEC#: 801-118542

RIA
Registered Investment Advisory firm - (4/27/2020 Approved)
Arizona
Registered Investment Advisory firm - (4/28/2020 Terminated)
California
Registered Investment Advisory firm - (5/28/2020 Terminated)
Iowa
Registered Investment Advisory firm - (4/29/2020 Terminated)
Louisiana
Registered Investment Advisory firm - (4/30/2020 Terminated)
Nevada
Registered Investment Advisory firm - (5/28/2020 Terminated)
North Carolina
Registered Investment Advisory firm - (4/29/2020 Terminated)
Texas
Registered Investment Advisory firm - (4/28/2020 Terminated)
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Contact information


Main Address
2615 East 24th Street Suite 2, Yuma, AZ 85365
Mailing Address
Phone number
(928) 344-8000
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-BDT & ASSOCIATES, INC. (3/13/2025)

Regulatory assets under management


Total Number of Accounts1,722
AUM (Assets Under Management)$ 324,619,396

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 FINANCIAL GROUP

CRD#: 288008

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