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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-28 |
| WI | RA | APPROVED | 2026-01-21 |
| NC | RA | APPROVED | 2024-03-19 |
| PA | RA | APPROVED | 2024-01-25 |
| MD | RA | APPROVED | 2022-07-13 |
| OK | RA | APPROVED | 2022-06-02 |
| GA | RA | APPROVED | 2021-07-30 |
| CA | RA | APPROVED | 2021-04-26 |
| MO | RA | APPROVED | 2021-03-30 |
| OH | RA | APPROVED | 2021-01-12 |
| TX | RA | APPROVED_RES | 2020-11-20 |
| CO | RA | APPROVED | 2018-08-15 |
| AR | RA | APPROVED | 2017-01-12 |
| SC | RA | APPROVED | 2016-10-18 |
| AZ | RA | APPROVED | 2015-09-09 |
| VA | RA | APPROVED | 2015-09-03 |
| FL | RA | APPROVED | 2011-01-21 |
| AL | RA | APPROVED | 2010-10-12 |
| MI | RA | APPROVED | 2010-03-05 |
| IN | RA | APPROVED | 2009-10-14 |
| IL | RA | APPROVED | 2008-08-06 |
Branch Locations
6020 E. Fulton Street, Ada, MI 49301 • United States
728 Pleasant St. #4, St Joseph, MI 49085 • United States
206 Court St. Ste A, Saint Joseph, MI 49085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartwell & Wolf | St. Joseph | MI | 07/2003 | 10/2018 |
| Usa Financial Securities Corporation | Ada | MI | 07/2008 | Present |
| Wolf Advisory Services, Llc | Kalamazoo | MI | 10/2018 | Present |
1) WOLF ADVISORY SERVICES, LLC DBA WOLF FINANCIAL ADVISORY - 728 PLEASANT ST. #4, ST JOSEPH, MI 49085; 206 COURT ST, A, SAINT JOSEPH, MI 49085. START DATE 01/19/2023. OWNER/ADVISOR; FIXED ANNUITY AND INSURANCE SALES; MEET WITH CLIENTS TO HELP THEM WITH THEIR FINANCIAL PLANNING NEEDS. INVESTMENT RELATED. 90 HOURS PER MONTH DEVOTED TO BUSINESS. 60 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) WOLF TAX & CONSULTING SERVICES, LLC - 728 PLEASANT ST. #4, ST JOSEPH, MI 49085; 206 COURT ST, A, SAINT JOSEPH, MI 49085. OWNER/MEMBER. PROVIDE TAX AND CONSULTING SERVICES, OVERSEE STAFF, AND MANAGING BUSINESS OPERATIONS. NOT INVESTMENT RELATED. 30 HOURS PER MONTH DEVOTED TO BUSINESS. 15 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) RAW HOLDINGS, LLC - 728 PLEASANT STREET # 4, SAINT JOSEPH, MI 49085. STARTED 06/15/2019. MEMBER. HOLDING FIRM FOR REAL ESTATE. NOT INVESTMENT RELATED. 0 HOURS PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4) HARTWELL & WOLF LLC (FKA HARTWELL & GERIG) - 728 PLEASANT ST. #4, ST JOSEPH, MI 49085; 206 COURT ST, A, SAINT JOSEPH, MI 49085. OWNER/MEMBER MANAGER. REAL ESTATE. RENTS FROM TENANTS. NOT INVESTMENT RELATED. 0 HOURS PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-08 |
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