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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-11-27 |
Branch Locations
7635 Jefferson Blvd, Fort Wayne, IN 46804 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Financial Securities Corporation | Ada | MI | 01/2018 | 12/2020 |
| Usa Financial Securities Corporation | Ada | MI | 11/2021 | 11/2023 |
| Kestra Advisory Services, Llc | Fort Wayne | IN | 11/2023 | Present |
| Shelton Financial Group, Inc. | Fort Wayne | IN | 07/2008 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-06 |
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