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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-18 |
| AZ | RA | APPROVED | 2020-11-06 |
| NV | RA | APPROVED | 2020-11-06 |
| WA | RA | APPROVED | 2017-03-06 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 12/2007 | 12/2016 |
| Ameritas Life Insurance Corp. | Lincoln | NE | 07/2008 | 12/2016 |
| Cornerstone Financial Group, Llc | Renton | WA | 08/2010 | 04/2017 |
| Usa Financial Securities | Ada | MI | 03/2017 | Present |
| Envia Financial, Inc. | Seattle | WA | 04/2017 | Present |
ENVIA FINANCIAL, INC. - 711 W LEWIS AVE, PHOENIX, AZ 85007. START DATE 04/12/2017. OWNER. FINANCIAL PLANNING INVOLVING INSURANCE AND ANNUITY SALES. INVESTMENT RELATED. 10 HOURS PER MONTH DEVOTED TO BUSINESS. 10 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-07 |
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