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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-05 |
| MI | RA | APPROVED | 2026-01-05 |
| MO | RA | APPROVED | 2010-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Financial Securities Corporation | Ada | MI | 09/2004 | Present |
| Usa Financial Marketing Corporation | Ada | MI | 08/2004 | Present |
1)USA Financial affiliated entities (investment related) - USA Financial Securities is an affiliate by common ownership to four other public-facing entities: USA Financial Portformulas, an SEC-registered investment adviser; USA Financial Exchange, an SEC-registered investment adviser; USA Financial Insurance Services, an insurance field marketing organization ("FMO"); and, USA Financial Media, a multi-media firm specializing in the financial-services industry. All affiliates are owned by USA Financial Corporation. Mark sits on the board of directors for each of these entities, serving as the firms' Chief Marketing Officer. Mark spends a varying amount of time each week devoted to his CMO duties across all of the USA Financial affiliates: USA Financial Securities (employed since 2004), USA Financial Portformulas (CMO since its inception in 2007), USA Financial Exchange (CMO since its inception in 2016), USA Financial Insurance Services and USA Financial Media. All entities operate out of USA Financial's home office, located at 6020 East Fulton Street, Ada, MI 49301. 2)LLPH PROPERTIES- REAL ESTATE, NOT INVESTMENT RELATED. LOCATED AT 6375 BUENA VISTA CT, ROCKFORD, MI 49341.PURCHASE AND OVERSEE PROJECTS THAT ARE HIRED OUT TO OUTSIDE THIRD PARTIES FOR REHABILITATION. 1 HR/WEEK. P.S. WEALTH MANAGEMENT - 6375 BUENA VISTA CT, ROCKFORD, MI 49341. ANNUITY, LIFE, AND LONG TERM CARE INSURANCE TO CLIENTS. EA RESTAURANT ACQUISITIONS/SPEAK EZ LOUNGE, 600 N. MONROE GRAND RAPIDS MI, NON-INVESTMENT RELATED. SILENT PARTNERSHIP IN THE OWNER OF RESTAURANT, SIT ON THE BOARD AND PROVIDE CONSULTATIVE SERVICES ONLY AS NEEDED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-18 |
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