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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-12-04 |
| FL | RA | APPROVED | 2007-03-06 |
| NV | RA | APPROVED | 2006-04-26 |
| CT | RA | APPROVED | 2004-05-21 |
Branch Locations
6020 E. Fulton Street, Ada, MI 49301 • United States
Grand Rapids, MI • United States
6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Financial Corporation | Ada | MI | 04/1998 | Present |
1) USA Financial LLC - 6020 E. Fulton St. Ada, MI 49301. Start date 04/01/1988. CEO Holding LLC for USA Financial and its related subsidiaries/affiliates. Overall leadership. Investment Related. 160 hours per month devoted to business. 160 hours per month devoted during securities trading hours. 2) WaltEnd Financial Ltd. - 7101 Gladys Drive SE. Grand Rapids, MI 49546. Started 03/08/2024. Member/Shareholder. Holding entity for USA Financial LLC and Accelerate Management Holdco LLC (Amerilfe) stock ownership. Not Investment Related. 4 hours per month devoted to business. 4 hours per month devoted during securities trading hours. 3) WaltEnd Equity LLC - 6020 E. Fulton St. Ada, MI 49301. Start date 05/22/2001. Real Estate. Member/Shareholder oversight. Not Investment Related. 1 hour per month devoted to business. 1 hour per month devoted during securities trading hours. 4) Walters Family Real Estate Investments - 7101 Gladys Drive SE. Grand Rapids, MI 49546. Start date 02/01/2017. Owner. Real Estate. Management and oversight of various personal properties as needed. Not Investment Related. 0 hours per month devoted to business. 0 hours devoted during securities trading hours. 5) Swing Equity - 7101 Gladys Drive SE. Grand Rapids, MI 49546. Start date 04/01/2022. Member/Shareholder. 475(f) Investing. Investment screening and decisions. Investment Related. 8 hours per month devoted to business. 8 hours devoted during securities trading hours. 6) Personal Limited Partnership Investments - 7101 Gladys Drive SE. Grand Rapids, MI 49546. Start date 07/01/2024. Member/Shareholder. Shareholder investor. Investment Related. 0 hours devoted to business. 0 hours devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-06 |
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