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Michael V Alimo

U.S.A. Financial & Tax Services, LLC

Farmington, CT

CRD 7694036

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Employer firm

U.s.a. Financial & Tax Services, LLC CRD 306214

$159M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
U.S.A. Financial & Tax Services, Llc

855 Farmington Ave, Farmington, CT 06032 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-02-28
  • CT RA
    APPROVED
    Since 2023-02-28

Branch Locations

855 Farmington Ave, Farmington, CT 06032 • 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
Usa Financial & Tax Services Glastonbury CT 06/2022 Present
Elevate Financial Group Woodinville WA 06/2017 12/2022
United States Marine Corps Camp Pendleton CA 06/2012 06/2017
Securite Gun Club Woodinville WA 05/2021 05/2022
Usa Financial & Tax Services Glastonbury CT 03/2023 Present
  • 06/2022 → Present
    Usa Financial & Tax Services
    Glastonbury, CT
  • 06/2017 → 12/2022
    Elevate Financial Group
    Woodinville, WA
  • 06/2012 → 06/2017
    United States Marine Corps
    Camp Pendleton, CA
  • 05/2021 → 05/2022
    Securite Gun Club
    Woodinville, WA
  • 03/2023 → Present
    Usa Financial & Tax Services
    Glastonbury, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-30
  • S65 Uniform Investment Adviser Law Examination
    2023-01-30

View on SEC IAPD

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