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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-19 |
| WA | RA | APPROVED | 2025-05-15 |
| NY | RA | APPROVED | 2025-04-22 |
| OH | RA | APPROVED | 2025-03-17 |
| AR | RA | APPROVED | 2024-04-09 |
| CA | RA | APPROVED | 2024-01-09 |
| CO | RA | APPROVED | 2024-01-09 |
| FL | RA | APPROVED | 2024-01-09 |
| SC | RA | APPROVED | 2024-01-09 |
| RI | RA | APPROVED | 2022-07-01 |
| AZ | RA | APPROVED | 2022-02-04 |
| DE | RA | APPROVED | 2018-02-01 |
| NC | RA | APPROVED | 2017-08-08 |
| VA | RA | APPROVED | 2011-10-12 |
| NJ | RA | APPROVED | 2010-08-26 |
| PA | RA | APPROVED | 2008-10-16 |
Branch Locations
152 East High Street Suite 420, Pottstown, PA 19464 • United States
2570 Boulevard Of The Generals Suite 223, Norristown, PA 19403 • United States
6020 E. Fulton Street, Ada, MI 49301 • United States
6081 Hamilton Blvd. Suite 600, Allentown, PA 18106 • United States
999 Berkshire Boulevard Suite 299, Wyomissing, PA 19610 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Usa Financial Securities Corporation | Grand Rapids | MI | 01/2001 | Present |
| Informed Family Financial Services Inc | Norristown | PA | 01/2001 | 12/2024 |
| Wellspring Financial | Norristown | PA | 12/2024 | Present |
1) WELLSPRING FINANCIAL - 2570 BLVD OF THE GENERALS, SUITE 223, NORRISTOWN PA 19403. START DATE 12/04/2024. CEO, CFO. FIXED AND INDEXED ANNUITY SALES. RESPONSIBLE FOR THE SALE OF ALL FIXED AND INDEX ANNUITY PRODUCTS. RESPONSIBLE FOR MANAGEMENT OF STAFF AND ALL OTHER OPERATING RESPONSIBILTIES. INVESTMENT RELATED. 64 HOURS PER MONTH DEVOTED TO BUSINESS. 60 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-19 |
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