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Donald D. Caligiuri

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CRD#: 824318
DC

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.

Donald David Caligiuri, who also goes by Don Caligiuri, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1976. Donald had worked at 9 firms and has passed the Series 65, Series 63, Series 62 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Don Caligiuri

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

October 28, 2008 - December 31, 2013

USA WEALTH MANAGEMENT LLC

RIA
CRD#: 122082
MANASSAS, VA
Past

September 22, 2006 - June 29, 2007

USI SECURITIES, INC.

RIA
CRD#: 43793
FALLS CHURCH, VA
Past

August 9, 2006 - June 29, 2007

USI SECURITIES, INC.

BD
CRD#: 43793
FALLS CHURCH, VA
Past

October 15, 2004 - October 20, 2005

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

August 19, 2002 - April 7, 2003

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
VIENNA, VA
Past

September 16, 1999 - April 7, 2003

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

October 27, 1993 - September 15, 1999

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

November 26, 1991 - July 23, 1993

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
FORT WAYNE, IN
Past

July 7, 1989 - January 2, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

July 7, 1989 - January 2, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

May 26, 1988 - June 13, 1989

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

July 2, 1976 - April 12, 1988

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT

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
IAR
Series 65
Date: 3/19/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 62
Date: 8/17/1995
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 6/29/1976
Registered Representative Examination

Current Firm


UW
USA WEALTH MANAGEMENT LLC
USA WEALTH MANAGEMENT LLC

CRD#: 122082 / SEC#: 801-61898

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Contact information


Main Address
961 Four Mile Road Nw Suite B, Grand Rapids, MI 49544-8252
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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


USA WEALTH MANAGEMENT LLC

CRD#: 122082

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