Best Investors Account Sign in
Current Employers
Usa Financial Securities Llc

6020 East Fulton Street, Ada, MI 49301 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-02
NY RA APPROVED 2025-04-22
VA RA APPROVED 2025-02-13
MD RA APPROVED 2024-11-21
NC RA APPROVED 2023-02-10
MI RA APPROVED 2021-03-25
VT RA APPROVED 2021-03-22
FL RA APPROVED 2021-02-25
MA RA APPROVED 2020-01-02
CT RA APPROVED 2017-01-03
  • SC RA
    APPROVED
    Since 2026-01-02
  • NY RA
    APPROVED
    Since 2025-04-22
  • VA RA
    APPROVED
    Since 2025-02-13
  • MD RA
    APPROVED
    Since 2024-11-21
  • NC RA
    APPROVED
    Since 2023-02-10
  • MI RA
    APPROVED
    Since 2021-03-25
  • VT RA
    APPROVED
    Since 2021-03-22
  • FL RA
    APPROVED
    Since 2021-02-25
  • MA RA
    APPROVED
    Since 2020-01-02
  • CT RA
    APPROVED
    Since 2017-01-03

Branch Locations

6020 East Fulton, Ada, MI 49301 • USA

971 East Broadway 1St Floor, Stratford, CT 06615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners' Financial Services Scottsdale AZ 10/2014 12/2016
American Prosperity Group Stratford CT 10/2014 02/2018
Real Lifestyle, Inc. Dba Black Belt Financial Milford CT 02/2018 Present
The Financial Awareness Foundation Stratford CT 02/2018 Present
Ct Money School Hartford CT 08/2015 01/2020
Usa Financial Securities Ada MI 01/2017 Present
  • 10/2014 → 12/2016
    United Planners' Financial Services
    Scottsdale, AZ
  • 10/2014 → 02/2018
    American Prosperity Group
    Stratford, CT
  • 02/2018 → Present
    Real Lifestyle, Inc. Dba Black Belt Financial
    Milford, CT
  • 02/2018 → Present
    The Financial Awareness Foundation
    Stratford, CT
  • 08/2015 → 01/2020
    Ct Money School
    Hartford, CT
  • 01/2017 → Present
    Usa Financial Securities
    Ada, MI
Previous Registrations
Other Businesses

1) Black Belt Financial - 971 East Broadway, Stratford, CT 06615. Start date 01/01/2024. Medicare Advantage and Supplement Sales. Non-Investment Related. 4 hours per month devoted to business. 4 hours per month devoted during securities trading hours. 2) Real Lifestyle Management - 971 East Broadway, Stratford, CT 06615. Start date 02/01/2018. President. Wealth and Legacy Planner of dba Black Belt Financial. Retirement, wealth and legacy planning with earnings coming from fixed insurance and fixed annuity sales. Investment Related. 160 hours per month devoted to business. 120 hours per month devoted during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-13
S63 Uniform Securities Agent State Law Examination 2014-12-11
  • S65 Uniform Investment Adviser Law Examination
    2015-01-13
  • S63 Uniform Securities Agent State Law Examination
    2014-12-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ada, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor