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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-23 |
| OR | RA | APPROVED | 2024-06-12 |
| SC | RA | APPROVED | 2023-09-08 |
| MT | RA | APPROVED | 2022-08-24 |
| AZ | RA | APPROVED | 2022-06-08 |
| AL | RA | APPROVED | 2019-12-09 |
| CA | RA | APPROVED | 2017-07-11 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
4900 California Ave Ste 210-B, Bakersfield, CA 93309 • 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Bakersfield | CA | 06/2000 | 07/2017 |
| Selfridge Financial Design | Bakersfield | CA | 07/2015 | Present |
| Usa Financial Securities | Ada | MI | 07/2017 | Present |
SELFRIDGE FINANCIAL DESIGN - 4900 CALIFORNIA AVE, #210-B, BAKERSFIELD, CA 93309. START DATE 06/23/2017. OWNER. LIFE INSURANCE AND ANNUITIES SALES. MEET WITH CLIENTS, REVIEW THEIR ACCOUNTS AND SERVICE REQUESTS FOR CHANGES AND MAINTENANCE OF THEIR ACCOUNTS. INVESTMENT RELATED. 50 HOURS PER MONTH DEVOTED TO BUSINESS. 30 HOURS PER MONTH DEVOTED DURING SECURTIIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-13 |
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