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Current Employers
Usa Financial Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-04-22
FL RA APPROVED 2025-01-03
RI RA APPROVED 2025-01-03
GA RA APPROVED 2023-07-05
CT RA APPROVED 2023-07-03
ME RA APPROVED 2023-07-03
MA RA APPROVED 2022-12-08
NH RA APPROVED 2022-12-05
NC RA APPROVED 2022-12-05
  • NY RA
    APPROVED
    Since 2025-04-22
  • FL RA
    APPROVED
    Since 2025-01-03
  • RI RA
    APPROVED
    Since 2025-01-03
  • GA RA
    APPROVED
    Since 2023-07-05
  • CT RA
    APPROVED
    Since 2023-07-03
  • ME RA
    APPROVED
    Since 2023-07-03
  • MA RA
    APPROVED
    Since 2022-12-08
  • NH RA
    APPROVED
    Since 2022-12-05
  • NC RA
    APPROVED
    Since 2022-12-05

Branch Locations

255 Park Ave. Suite 1000, Worcester, MA 01609 • United States

7 Central Street Unit 222, Arlington, MA 01609 • United States

6020 East Fulton, Ada, MI 49301 • USA

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Life Insurance Corp Lincoln NE 08/2005 12/2022
Ameritas Investment Corp Lincoln NE 08/2005 12/2022
Financial Consulting Group Watertwon MA 09/2004 04/2017
Arlex Insurance, Inc. Arlington MA 12/2010 03/2024
Arlex Wealth Management Arlington MA 03/2014 03/2024
Star Market Boston MA 07/2018 10/2020
Star Market Boston MA 11/2021 05/2025
Usa Financial Securities Ada MI 12/2022 Present
Financial Resource Partners Of New England Arlington MA 03/2024 Present
  • 08/2005 → 12/2022
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 08/2005 → 12/2022
    Ameritas Investment Corp
    Lincoln, NE
  • 09/2004 → 04/2017
    Financial Consulting Group
    Watertwon, MA
  • 12/2010 → 03/2024
    Arlex Insurance, Inc.
    Arlington, MA
  • 03/2014 → 03/2024
    Arlex Wealth Management
    Arlington, MA
  • 07/2018 → 10/2020
    Star Market
    Boston, MA
  • 11/2021 → 05/2025
    Star Market
    Boston, MA
  • 12/2022 → Present
    Usa Financial Securities
    Ada, MI
  • 03/2024 → Present
    Financial Resource Partners Of New England
    Arlington, MA
Previous Registrations
  • 2021-11-10 → 2022-12-12
    Lincoln, NE
    Arlington, MA
  • 2005-09-09 → 2021-11-10
    Ameritas Investment Company, Llc
    Lincoln, NE
    Lexington, MA
    Lexington, MA
    Arlington, MA
    Freeport, NY
  • 2004-01-16 → 2004-12-31
    Quincy, MA
  • 2003-04-04 → 2003-12-09
    Eastern Point Advisors Inc.
    Lexington, MA
Other Businesses

1) ARLEX WEALTH MANAGEMENT LLC, DBA FINANCIAL RESOURCE PARTNERS OF NEW ENGLAND - 7 CENTRAL STREET UNIT 147 ARLINGTON, MA 02476 & 255 PARK AVE SUITE 1000, WORCHESTER MA 01609. START DATE 06/2006. PRESIDENT, OWNER AND IN CHARGE OF SALES AND ALL OPERATIONS. SALES OF FIXED INSURANCE POLICIES. SERVICING PAST POLICIES. NOT INVESTMENT RELATED. 40 HOURS PER MONTH DEVOTED TO BUSINESS. 15 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) STAR MARKET - 90 CAUSEWAY ST. BOSTON, MA 02114. START DATE 12/2022. PART TIME KEY HOLDER. RUN THE STORE AND RESPONSIBLE FOR ACTIVITES WITHIN THE STORE. NOT INVESTMENT RELATED. 0 HOURS PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-02
S63 Uniform Securities Agent State Law Examination 1999-04-28
  • S65 Uniform Investment Adviser Law Examination
    2003-04-02
  • S63 Uniform Securities Agent State Law Examination
    1999-04-28
Designations
Other Names
  • Paul Frances Buckley

View on SEC IAPD

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