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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-04-25 |
| AZ | RA | APPROVED | 2024-09-17 |
| OK | RA | APPROVED | 2023-08-29 |
| MO | RA | APPROVED | 2020-04-14 |
| WA | RA | APPROVED | 2016-11-30 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
Springfield, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edgecombe & Coplin Wealth Strategies Llc | Puyallup | CA | 01/2016 | 01/2020 |
| Usa Financial Securities | Ada | MI | 08/2016 | Present |
| Tahoma Advisory Group Llc | Puyallup | WA | 01/2020 | 03/2022 |
| Trussvest Llc | Republic | MO | 04/2022 | Present |
1) TRUSSVEST, LLC - 2980 W. TETON DR. SPRINGFIELD, MO 65810. START DATE; 05/012022. OWNER. INSURANCE SALES; GET QUOTES FOR CLIENTS THAT ARE NEEDING LIFE INSURANCE AND LOOKING OR INCOME THRU OF FIXED ANNUITIES. INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-26 |
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