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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-28 |
| NV | RA | APPROVED | 2024-05-20 |
| NC | RA | APPROVED | 2021-05-06 |
| TX | RA | APPROVED_RES | 2021-05-03 |
| WV | RA | APPROVED | 2019-06-26 |
| FL | RA | APPROVED | 2018-11-26 |
| OH | RA | APPROVED | 2008-11-26 |
Branch Locations
6020 E. Fulton Street, Ada, MI 49301 • United States
4379 Cleveland Rd., Wooster, OH 44691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dataview Tax Service, Inc. | Wooster | OH | 08/2000 | Present |
| Usa Financial Securities Corporation | Ada | MI | 06/2008 | Present |
| Sustar Financial Group | Wooster | OH | 02/2001 | Present |
1) SUSTAR FINANCIAL GROUP, LLC - 4379 CLEVELAND RD. WOOSTER OH 44691. START DATE 06/10/2019. OWNER. LIFE AND HEALTH INSURANCE. OFFER AND SELL INSURANCE PRODUCTS TO CLIENTS ON AN AS NEEDED BASIS AS PART OF PLANNING. INVESTMENT RELATED. 85 HOURS PER MONTH DEVOTED TO BUSINESS. 85 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) DATAVIEW TAX SERVICE INC - 4379 CLEVELAND RD. WOOSTER OH 44691. START DATE 08/01/1996. TAX PLANNING/PREPARATION/CPA. PERSONAL TAX PREPARATION. NOT INVESTMENT RELATED. 30 HOURS PER MONT DEVOTED TO BUSINESS. 30 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) LIVING A LIFE FULFILLED - 2882 FOX LAKE RD, WOOSTER, OH 44691. STARTED 09/01/2017. OWNER. VIDEO CREATION PHOTOGRAPHY. FILM, EDIT AND UPLOAD VIDEOS. NON-INVESTMENT RELATED. 15 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-25 |
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