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USA FINANCIAL EXCHANGE

ADA, MI · CRD 283466 · IAPD ↗ · usafinancialexchange.com · 888-444-0125

$1.64BRegulatory AUM
0Advisory reps
38Employees
0Clients
0Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — USA FINANCIAL EXCHANGE notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
September 2024 — USA FINANCIAL EXCHANGE changed its website from usafinancial.com to usafinancialexchange.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.