This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

USA FINANCIAL SECURITIES LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

9

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Jun 12, 2006

First registration

Mar 8, 2014

Dual registered

yes, broker-dealer

Other names

BILL ROMEO

IAPD individual key

5133195

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8f8b683d-0916-e701-3e01-233e9b580c76

First observed

Mar 8, 2014

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.