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Carrie Lynn Fitzpatrick

U.S.A. Financial & Tax Services, LLC

Farmington, CT

CRD 8208467

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Employer firm

U.s.a. Financial & Tax Services, LLC CRD 306214

$159M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
U.S.A. Financial & Tax Services, Llc

855 Farmington Ave, Farmington, CT 06032 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-12
  • CT RA
    APPROVED
    Since 2026-01-12

Branch Locations

855 Farmington Ave, Farmington, CT 06032 • United States

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
Trollbeads Americas West Hartford CT 10/2015 11/2019
J Jill West Hartford CT 02/2020 08/2022
Usa Financial & Tax Services, Llc Glastonbury CT 08/2022 12/2025
U.S.A. Financial & Tax Services, Llc Glastonbury CT 01/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-10
  • S65 Uniform Investment Adviser Law Examination
    2025-11-10
Other Names
  • Carrie L Sobchuk

View on SEC IAPD

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