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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-09-07 |
| MO | RA | APPROVED | 2021-09-30 |
| TX | RA | APPROVED | 2021-07-23 |
| IN | RA | APPROVED | 2020-12-10 |
| IA | RA | APPROVED | 2020-11-09 |
| WI | RA | APPROVED | 2020-08-19 |
| MI | RA | APPROVED | 2020-08-05 |
| GA | RA | APPROVED | 2019-01-08 |
| AZ | RA | APPROVED | 2017-07-24 |
| FL | RA | APPROVED | 2017-02-21 |
| CO | RA | APPROVED | 2017-02-20 |
| IL | RA | APPROVED | 2017-02-20 |
| KS | RA | APPROVED | 2017-02-20 |
| NC | RA | APPROVED | 2017-02-20 |
| SC | RA | APPROVED | 2017-02-20 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
13516 S. Parker Rd., Homer Glen, IL 60491 • United States
15512 Cicero Ave Ste 105 & 106, Oak Forest, IL 60452 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | Oak Brook | IL | 01/2004 | 02/2017 |
| Usa Financial Securities | Ada | MI | 02/2017 | Present |
| Legacy Financial Services | Homer Glen | IL | 02/2004 | Present |
1) LEGACY FINANCIAL SERVICES INC. - 13516 S PARKER RD HOMER GLEN, IL 60491. START DATE 02/15/2017. LIFE AND HEALTH INSURANCE. SELLING INSURANCE AS PART OF COMPREHENSIVE FINANCIAL AND ESTATE PLANNING. INVESTMENT RELATED. 40 HOURS PER MONTH DEVOTED TO BUSINESS. 40 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) LEGACY FINANCIAL SERVICES INC. - 13516 S PARKER RD HOMER GLEN, IL 60491. START DATE 10/27/2025. PROVIDE INFORMATION ON WEALTHCOM AND DIRECT CLIENTS TO THE PORTAL AS NEEDED. NOT INVESTMENT RELATED. 2 HOURS PER MONTH DEVOTED TO BUSINESS. 2 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) WEALTH.COM - 13516 S PARKER RD HOMER GLEN, IL 60491. START DATE 11/08/2025. SUBSCRIPTION FOR TRUSTS, WILLS, POA'S. DIRECT CLIENTS TO THE WEBSITE. NOT INVESTMENT RELATED. 2 HOURS PER MONTH DEVOTED TO BUSINESS. 2 HOURS PER MONTH DEVOTED DURING SECURITIES HOURS. 4) THE CORNER PIECE LLC - 13516 S PARKER RD HOMER GLEN, IL 60491. START DATE 06/24/2025. LIMITED PARTNER. REAL ESTATE. RENTAL. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-18 |
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