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RIA / WealthAdvisor22 years in industry

MICHAEL JOSEPH ALIMO

Advisor at U.S.A. FINANCIAL & TAX SERVICES, LLC

FARMINGTON, CT

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Search this name across graphsid dfx:ria:f805d46a-5bd1-ef65-1717-afa051a37486

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: U.S.A. FINANCIAL & TAX SERVICES, 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: Mar 19, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 19, 2004
First registration: Mar 23, 2004
Dual registered: no
IAPD individual key: 4727586

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
U.S.A. FINANCIAL & TAX SERVICES, LLC	Independent wealth	Nov 5, 2021	n/a	yes	FARMINGTON, CT	Current employment
CG ADVISORY SERVICES	Independent wealth	Dec 17, 2012	Nov 5, 2021	no	HARTFORD, CT\|WILLIAMSTON, MI\|Hartford, CT\|Glastonbury, CT	Previous registration
AMERICAN INVESTMENT SERVICES	Former SEC adviser	Dec 4, 2009	Dec 31, 2012	no	MONROE, CT	Previous registration
WADDELL & REED	Former SEC adviser	Mar 23, 2004	Dec 4, 2009	no	NORTH HAVEN, CT\|HAMDEN, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CG ADVISORY SERVICES	U.S.A. FINANCIAL & TAX SERVICES, LLC	Nov 5, 2021	Nov 5, 2021	0	Firm change	RIA to RIA
AMERICAN INVESTMENT SERVICES	CG ADVISORY SERVICES	Dec 31, 2012	Dec 17, 2012	-14	Firm change	Other
WADDELL & REED	AMERICAN INVESTMENT SERVICES	Dec 4, 2009	Dec 4, 2009	0	Firm change	Other

Relationships

Registered with (4)

→ U.S.A. FINANCIAL & TAX SERVICES, LLCRegistered adviserregistration: current employment
Nov 5, 2021 to presentfactForm ADV
→ CG ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 17, 2012 to Nov 5, 2021factForm ADV
→ AMERICAN INVESTMENT SERVICESRegistered adviserregistration: previous registration
Dec 4, 2009 to Dec 31, 2012factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Mar 23, 2004 to Dec 4, 2009factForm ADV

Dated events

No dated event names this entity yet.