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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
971 East Broadway 1St Floor, Stratford, CT 06615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-11 |
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