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EH

Elizabeth Hodges

USCA SECURITIES LLC
Austin, TX 78701
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CRD#: 5418587
EH

Professional summary


Elizabeth Hodges, who also goes by Betsy Hodges, Betsy Jane Miller, Elizabeth Jane Miller, Elizabeth Miller, is a registered financial professional currently at USCA SECURITIES LLC located in Austin, Texas.

Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2024. Elizabeth has worked at 1 firm and has passed the Series 14 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Betsy Hodges | Betsy Jane Miller | Elizabeth Jane Miller | Elizabeth Miller

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) - BD


Click below to view Elizabeth Hodges'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

March 4, 2024 - Present

USCA SECURITIES LLC

Office #1: 300 W. 6th Street Suite 1900, Austin, TX 78701
BD
CRD#: 103789
Austin, TX

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


Principal/Supervisory Exam
RR
Series 14
Date: 2/12/2024
Compliance Officer Examination
SRO Registrations
RR
FINRA

Current Firm


US
USCA SECURITIES LLC
LEDGEWOOD CAPITAL MANAGEMENT, LLC | USCA SECURITIES LLC | U.S. CAPITAL WEALTH | U.S. CAPITAL ADVISORS

CRD#: 103789 / SEC#: , 8-52285

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
4444 Westheimer Suite G500, Houston, TX 77027
Mailing Address
4444 Westheimer Suite G500, Houston, TX 77027
Phone number
(713) 366-0500
Established
Delaware since 12/16/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
U.S. CAPITAL WEALTH, LLCOWNER
BOWLING, ELIZABETH COURTNEYHEAD OF LEGAL AND COMPLIANCE6335464
DEJONCKHEERE, KASEY LIZANNCFO, U.S. CAPITAL ADVISORS LLC3071831
HODGES, ELIZABETHCHIEF COMPLIANCE OFFICER5418587
KING, DAVID MICHAELMANAGING PARTNER2446459
MARTINEZ, MARGARITA YVETTEPFO/CONTROLLER4724529
MENDENHALL, PATRICK MICHAELMANAGING PARTNER/HEAD OF WEALTH MANAGEMENT1068809
SURPRENANT, THERESELEGAL & REGULATORY COUNSEL

Disclosures


Regulatory Event1
Arbitration2

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


USCA SECURITIES LLC

CRD#: 103789Austin, TX 78701

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