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JV

John F. Vaughn

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CRD#: 3174224
JV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Frank Vaughn was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1999. John had worked at 11 firms and has passed the Series 66, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 23, 2014 - May 19, 2021

USI SECURITIES, INC.

RIA
CRD#: 43793
GLASTONBURY, CT
Past

April 23, 2014 - May 19, 2021

USI SECURITIES, INC.

BD
CRD#: 43793
GLASTONBURY, CT
Past

May 7, 2010 - April 11, 2014

VOYA RETIREMENT ADVISORS, LLC

BD
CRD#: 3989
WINDSOR, CT
Past

May 7, 2010 - April 11, 2014

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

May 7, 2010 - April 11, 2014

SLD AMERICA EQUITIES, INC.

BD
CRD#: 36259
WINDSOR, CT
Past

May 7, 2010 - April 11, 2014

DIRECTED SERVICES LLC

BD
CRD#: 21675
WINDSOR, CT
Past

May 4, 2010 - April 11, 2014

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
WINDSOR, CT
Past

May 4, 2010 - April 11, 2014

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

September 27, 2007 - August 18, 2009

AST INVESTMENT SERVICES, INC.

RIA
CRD#: 108897
SHELTON, CT
Past

September 21, 2007 - August 18, 2009

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

March 31, 2003 - September 13, 2004

WS GRIFFITH SECURITIES, INC.

RIA
CRD#: 10410
HARTFORD, CT
Past

April 9, 2002 - September 12, 2007

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

November 17, 2000 - November 15, 2004

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

March 31, 1999 - November 17, 2000

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA

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".
US
USI SECURITIES, INC.
USI SECURITIES, INC.

CRD#: 43793 / SEC#: 801-56578, 8-50429

RIA
Registered Investment Advisory firm - SEC (6/4/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/17/2000
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam

Current Firm


US
USI SECURITIES, INC.
USI SECURITIES, INC.

CRD#: 43793 / SEC#: 801-56578, 8-50429

RIA
Registered Investment Advisory firm - SEC (6/4/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033
Mailing Address
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033
Phone number
(860) 652-3239
Established
Delaware since 07/29/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
25

SEC notice filing (39 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

USI SECURITIES, INC. - RIA - FORM ADV PART 2A (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
USIC INVESTMENT GROUP INC.SHAREHOLDER
BOWMAN, RICHARD CHARLESFINOP, DIRECTOR OF OPERATIONS2356525
GRITZER, JOSEPH JOHN JRPRESIDENT2162679
KAPPUS, DAVID LTREASURER6837749
NEWBORN, ERNEST JOSHUADIRECTOR/SECRETARY3154426
ROBIDOUX, MELINDA MCDONALDCHIEF COMPLIANCE OFFICER2848093
TREMKO, WILLIAM MICHAELCHIEF EXECUTIVE OFFICER4495149

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.

Company Information


USI SECURITIES, INC.

CRD#: 43793

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