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Current Employers
Usa Financial Securities Llc

6020 East Fulton Street, Ada, MI 49301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
  • CA RA
    APPROVED
    Since 2026-01-02

Branch Locations

Roseville, CA • United States

6020 East Fulton, Ada, MI 49301 • USA

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 05/2009 05/2019
Questar Asset Management Minneapolis MN 05/2009 05/2019
The Leaders Group, Inc. Littleton CO 09/2019 12/2025
Truchoice Minneapolis MN 05/2019 Present
Usa Financial Securities Ada MI 01/2026 Present
  • 05/2009 → 05/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 05/2009 → 05/2019
    Questar Asset Management
    Minneapolis, MN
  • 09/2019 → 12/2025
    The Leaders Group, Inc.
    Littleton, CO
  • 05/2019 → Present
    Truchoice
    Minneapolis, MN
  • 01/2026 → Present
    Usa Financial Securities
    Ada, MI
Previous Registrations
  • 2019-09-09 → 2025-12-31
    Sacramento, CA
    Summit, NJ
    Roseville, CA
    Petaluma, CA
  • 2009-05-29 → 2019-05-02
    Questar Asset Management, Inc.
    Minneapolis, MN
    Sacramento, CA
  • 2008-12-24 → 2009-05-11
    Securities America Advisors, Inc.
    Folsom, CA
    Roseville, CA
Other Businesses

1.) TRUCHOICE- 400 Highway 169 South Suite 200 Minneapolis, MN 55426. Start date 05/05/2009. Senior Director of BD Strategic Partnerships, In charge of the broker/dealer relationships with TruChoice. Investment related. 160 hours per month devoted to business. 160 hours per month devoted during securities trading hours. 2.) INDEPENDENT INSURANCE AGENT - 2331 Dunsley Circle, Roseville, CA 95747 - Start date 03/15/2010. Life Insurance sales. Investment related. 2 hours per month devoted to business. 0 hours per month devoted during securities trading hours. 3.) ERIC LOAIZA - 2331 Dunsley Circle, Roseville, CA 95747. Start date 01/01/2026 - Assisting clients with their Medicare supplement needs. Not investment related. 4 hours per month devoted to business. 0 hours per month devoted during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-13
S63 Uniform Securities Agent State Law Examination 1999-12-17
  • S65 Uniform Investment Adviser Law Examination
    2008-11-13
  • S63 Uniform Securities Agent State Law Examination
    1999-12-17
Other Names
  • Eric Loaiza

View on SEC IAPD

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