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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-27 |
| CA | RA | APPROVED | 2025-01-06 |
| MN | RA | APPROVED | 2025-01-06 |
| NJ | RA | APPROVED | 2025-01-06 |
| ME | RA | APPROVED | 2023-05-02 |
| AZ | RA | APPROVED | 2018-05-18 |
| ID | RA | APPROVED | 2015-10-19 |
| WA | RA | APPROVED | 2013-03-07 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
4221 Harborview Drive Nw Suite 100, Gig Harbor, WA 98332 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Strategic Wealth Advisors, Llc | Gig Harbor | WA | 08/2013 | Present |
| Usa Financial Securities | Ada | MI | 03/2013 | Present |
STRATEGIC WEALTH ADVISORS, LLC - 4221 HARBORVIEW NW SUITE 100, GIG HARBOR WA 98332. START DATE 09/01/2013. OWNER/AGENT. RESEARCH INSURED INVESTMENTS AS POSSIBLE SOLUTIONS FOR CLIENT NEEDS. WHEN APPROPRIATE, ILLUSTRATE AND EVALUATE SOLUTIONS WITH CLIENT. COMPLETE NECESSARY LICENSING TRAINING AND DOCUMENT COMPLETION. INVESTMENT RELATED. 15 HOURS PER MONTH DEVOTED TO BUSINESS. 15 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-16 |
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