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Usa First Financial CRD 318453
$91.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5928 Brendonridge Ct S, Indianapolis, IN 46226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Indianapolis | Indianapolis | IN | 06/2019 | Present |
| Td Ameritrade | Indianapolis | IN | 10/2019 | 02/2021 |
| Unemployed | Indianapolis | IN | 04/2018 | 06/2019 |
| Usa First Financial, Ria | Indianapolis | IN | 07/2018 | Present |
| Scottrade Inc | Indianapolis | IN | 11/2005 | 04/2018 |
| Fnex Capital Llc | Indianapolis | IN | 02/2026 | Present |
Name: Rental Property, Role: Owner, Type: Rental Property, Start Date: 06/01/2019, Investment Related?: No, Address: 552 W. 28th, Indianapolis, IN 46208, Number of Hours/Mo: 2, Duties: I own a rental property that is currently being renovated and will be used for rental income when completed. Name: City of Indianapolis, Role: I lead Indianapolis Council District 13, Type: Political Office, Start Date: 06/13/2019, Investment Related?: No, Address: 200 E Washington St, Indianapolis, IN 46202, Number of Hours/Mo: 3, Duties: I lead an Indianapolis district (neighborhood) as well as work with other members of the Council to lead our city in the Legislative Branch of Government. I attend General Council, Committee, and Community meetings. The Council, along with the Mayor, work together to plan the vision for our city, including appropriating resources to the various departments that keep our city running.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-04 |
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