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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-28 |
| CO | RA | APPROVED | 2024-02-02 |
| KY | RA | APPROVED | 2024-01-05 |
| FL | RA | APPROVED | 2022-10-04 |
| MT | RA | APPROVED | 2018-11-21 |
| IN | RA | APPROVED | 2015-07-29 |
| OH | RA | APPROVED | 2015-07-29 |
Branch Locations
126 W. 6Th Street, Connersville, IN 47331 • United States
6020 East Fulton, Ada, MI 49301 • USA
9078 Union Centre Blvd Suite 350, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathway Financial Planning | Connersville | IN | 05/2013 | Present |
| Usa Financial Securities | Ada | MI | 07/2015 | Present |
PATHWAY FINANCIAL PLANNING,INC. - 126 W. 6TH STREET, CONNERSVILLE, IN 47331. START DATE; 07/2010. FINANCIAL PLANNER, AGENT & OWNER. LIFE, ANNUITY, DISABILITY, MEDICARE SUPPLMENT INSURANCE SALES. INVESTMENT RELATED. 15 HOURS PER MONTH DEVOTED TO BUSINESS. 10 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-18 |
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