Saundra M. Hudspeth

USA FINANCIAL SECURITIES LLC

Clearwater, FL 33759

Some features on this profile are disabled

CRD#: 2358251

Professional summary

Saundra Michelle Hudspeth, who also goes by Saundra Michelle Bynum, Saundra Michelle Hudspeth, is a registered financial advisor currently at USA FINANCIAL SECURITIES LLC located in Clearwater, Florida.

Saundra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Saundra has worked at 22 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Saundra Michelle Bynum | Saundra Michelle Hudspeth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Saundra Michelle Hudspeth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Saundra Michelle Hudspeth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 23, 2026 - Present

USA FINANCIAL SECURITIES LLC

Office #1: 2650 Mccormick Drive, Clearwater, FL 33759

RIA

CRD#: 103857

Clearwater, FL

Current

February 23, 2026 - Present

USA FINANCIAL SECURITIES LLC

Office #1: 6020 East Fulton, Ada, MI 49301

RIA

CRD#: 103857

Ada, MI

Past

May 9, 2025 - August 4, 2025

ASPIDA FINANCIAL DISTRIBUTORS, LLC

CRD#: 322843

SPRING, TX

Past

March 7, 2024 - August 22, 2025

INNOVATION PARTNERS LLC

CRD#: 146344

CHARLOTTE, NC

Past

March 6, 2024 - September 5, 2025

IP FINANCIAL ADVISORY SERVICES LLC

RIA

CRD#: 305772

Yancey, TX

Past

December 21, 2022 - May 25, 2023

DASTA FINANCIAL, LLC

CRD#: 316477

NEW YORK, NY

Past

August 19, 2022 - August 29, 2022

Z&G CAPITAL INC.

CRD#: 305319

MISSOURI CITY, TX

Past

April 28, 2022 - August 2, 2025

HAMPTONROCK PARTNERS

CRD#: 306647

Dallas, TX

Past

August 17, 2021 - June 30, 2022

MAMMOTH RESEARCH

CRD#: 118148

Fort Wayne, IN

Past

July 13, 2021 - August 25, 2022

PEOPLE'S UNITED ADVISORS, INC.

RIA

CRD#: 292454

Yancey, TX

Past

July 12, 2021 - August 25, 2022

PEOPLE'S SECURITIES, INC.

CRD#: 13704

BRIDGEPORT, CT

Past

July 6, 2021 - February 21, 2022

TRUSTFIRST

CRD#: 39057

KNOXVILLE, TN

Past

June 19, 2020 - June 20, 2025

SYNAPSE BROKERAGE LLC

CRD#: 137662

San Antonio, TX

Past

October 17, 2019 - July 1, 2020

CRESCENDO MARKETS LLC

CRD#: 298072

NEW YORK, NY

Past

April 2, 2019 - August 4, 2025

LINDEN THOMAS ADVISORY SERVICES, LLC

RIA

CRD#: 288557

Yancey, TX

Past

December 1, 2018 - October 1, 2019

JARDINE LLOYD THOMPSON CAPITAL MARKETS INC

CRD#: 146485

PHILADELPHIA, PA

Past

October 16, 2018 - February 6, 2019

ROCKEFELLER FINANCIAL LLC

CRD#: 291361

NEW YORK, NY

Past

September 6, 2018 - February 4, 2019

KERCHEVILLE & COMPANY, INC.

CRD#: 15871

SAN ANTONIO, TX

Past

September 5, 2018 - August 4, 2025

LINDEN THOMAS AND COMPANY SECURITIES, LLC

CRD#: 290244

CHARLOTTE, NC

Past

March 7, 2011 - September 4, 2018

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

SAN ANTONIO, TX

Past

December 21, 2010 - September 4, 2018

NATIONWIDE SECURITIES, LLC

CRD#: 11173

SAN ANTONIO, TX

Past

September 27, 2010 - December 20, 2010

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Past

November 27, 2007 - July 19, 2010

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN ANTONIO, TX

Past

August 16, 1995 - July 19, 2010

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

USA FINANCIAL SECURITIES LLC

USA FINANCIAL | USA FINANCIAL SECURITIES LLC | USA FINANCIAL SECURITIES CORPORATION | USA FINANCIAL ASSET MANAGEMENT

CRD#: 103857 / SEC#: 801-68276, 8-52342

RIA

Registered Investment Advisory firm - SEC (8/24/2007 Approved)

Arizona

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Arkansas

Registered Investment Advisory firm - SEC (9/12/2007 Terminated)

California

Registered Investment Advisory firm - SEC (8/31/2007 Terminated)

Colorado

Registered Investment Advisory firm - SEC (9/28/2007 Terminated)

Connecticut

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Delaware

Registered Investment Advisory firm - SEC (9/6/2007 Terminated)

Florida

Registered Investment Advisory firm - SEC (10/11/2007 Terminated)

Georgia

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Illinois

Registered Investment Advisory firm - SEC (8/24/2007 Terminated)

Indiana

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Iowa

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Kansas

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Kentucky

Registered Investment Advisory firm - SEC (8/31/2007 Terminated)

Louisiana

Registered Investment Advisory firm - SEC (9/6/2007 Terminated)

Massachusetts

Registered Investment Advisory firm - SEC (9/5/2007 Terminated)

Nevada

Registered Investment Advisory firm - SEC (9/19/2007 Terminated)

New Mexico

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Ohio

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Oklahoma

Registered Investment Advisory firm - SEC (8/24/2007 Terminated)

Oregon

Registered Investment Advisory firm - SEC (8/24/2007 Terminated)

South Carolina

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Tennessee

Registered Investment Advisory firm - SEC (9/29/2007 Terminated)

Texas

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Utah

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Virginia

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Wisconsin

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(2/23/2026)

IAR

Texas
(2/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/23/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/25/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 53

Date: 4/4/2011

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/14/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

USA FINANCIAL SECURITIES LLC

USA FINANCIAL | USA FINANCIAL SECURITIES LLC | USA FINANCIAL SECURITIES CORPORATION | USA FINANCIAL ASSET MANAGEMENT

CRD#: 103857 / SEC#: 801-68276, 8-52342

RIA

Registered Investment Advisory firm - SEC (8/24/2007 Approved)

Arizona

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Arkansas

Registered Investment Advisory firm - SEC (9/12/2007 Terminated)

California

Registered Investment Advisory firm - SEC (8/31/2007 Terminated)

Colorado

Registered Investment Advisory firm - SEC (9/28/2007 Terminated)

Connecticut

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Delaware

Registered Investment Advisory firm - SEC (9/6/2007 Terminated)

Florida

Registered Investment Advisory firm - SEC (10/11/2007 Terminated)

Georgia

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Illinois

Registered Investment Advisory firm - SEC (8/24/2007 Terminated)

Indiana

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Iowa

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Kansas

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Kentucky

Registered Investment Advisory firm - SEC (8/31/2007 Terminated)

Louisiana

Registered Investment Advisory firm - SEC (9/6/2007 Terminated)

Massachusetts

Registered Investment Advisory firm - SEC (9/5/2007 Terminated)

Nevada

Registered Investment Advisory firm - SEC (9/19/2007 Terminated)

New Mexico

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Ohio

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Oklahoma

Registered Investment Advisory firm - SEC (8/24/2007 Terminated)

Oregon

Registered Investment Advisory firm - SEC (8/24/2007 Terminated)

South Carolina

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Tennessee

Registered Investment Advisory firm - SEC (9/29/2007 Terminated)

Texas

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Utah

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Virginia

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Wisconsin

Registered Investment Advisory firm - SEC (8/30/2007 Terminated)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

6020 East Fulton, Ada, MI 49301

Mailing Address

6020 East Fulton, Ada, MI 49301

Phone number

(888) 407-8198

Established

Delaware since 07/03/2024

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

166

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

USA FINANCIAL SECURITIES PART 2A BROCHURE (9/22/2025)

USA FINANCIAL SECURITIES WRAP FEE BROCHURE (3/27/2025)

Direct owners and executive officers

Name	Position	CRD#
USA FINANCIAL LLC	OWNER
BACHERT, WILLIAM CLAYTON	CHIEF FINANCIAL OFFICER/FINANCIAL OPERATIONS PRINCIPAL (PRIMARY)/MUNICIPAL PRINCIPAL/DIRECTOR	4576698
ENDERS, BRENT DAVID	PRESIDENT/DIRECTOR/TRUSTEE OF BRENT D. ENDERS TRUST U/A DTD 06/17/2004	2858719
MCCONNELL, JAMES CARROLL JR	CHIEF OPERATIONS OFFICER	4679140
MERSMAN, MARK ROBERT	CHIEF MARKETING OFFICER	4702400
THOMASON, DAWN M	CHIEF COMPLIANCE OFFICER	5275125
WALTERS, MICHAEL DAVID	CHAIRMAN OF THE BOARD/CHIEF EXECUTIVE OFFICER/DIRECTOR/TRUSTEE OF THE MICHAEL D. WALTERS TRUST U/A DTD 3/13/1996	2580592

Regulatory assets under management

Total Number of Accounts	1,750
AUM (Assets Under Management)	$ 301,510,438

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Saundra M. Hudspeth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Saundra Michelle Hudspeth's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Saundra Michelle Hudspeth's CRS (Customer Relationship Summary).

Certified licenses

Experience

USA FINANCIAL SECURITIES LLC

ASPIDA FINANCIAL DISTRIBUTORS, LLC

INNOVATION PARTNERS LLC

IP FINANCIAL ADVISORY SERVICES LLC

DASTA FINANCIAL, LLC

Z&G CAPITAL INC.

HAMPTONROCK PARTNERS

MAMMOTH RESEARCH

PEOPLE'S UNITED ADVISORS, INC.

PEOPLE'S SECURITIES, INC.

TRUSTFIRST

SYNAPSE BROKERAGE LLC

CRESCENDO MARKETS LLC

LINDEN THOMAS ADVISORY SERVICES, LLC

JARDINE LLOYD THOMPSON CAPITAL MARKETS INC

ROCKEFELLER FINANCIAL LLC

KERCHEVILLE & COMPANY, INC.

LINDEN THOMAS AND COMPANY SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

INVESTMENT PROFESSIONALS, INC.

USAA FINANCIAL ADVISORS, INC.

USAA INVESTMENT SERVICES COMPANY

Primary Firm SEC Registration

USA FINANCIAL SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2011

Series 63

Date: 8/25/1995

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/15/1995

Series 14

Date: 1/2/2023

Series 53

Date: 4/4/2011

Series 24

Date: 2/14/2007

FINRA

Current Firm

USA FINANCIAL SECURITIES LLC

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

USA FINANCIAL SECURITIES LLC

TRUST BUT VERIFY

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