Exchange has not been subject to any disciplinary events by regulators nor is it a party to any legal events that are material to client evaluation of our advisory business. You can visit for free and simple search tools to research us and our financial professionals. 

For additional information on our advisory services, see our Brochure available at and any individual brochure supplement your representative provides. 

Your primary contact regarding your USA Financial Exchange account is your investment adviser representative. If you have any questions or want another copy of this Client Relationship Summary. You may reach our Chief Compliance Officer, Andrea McGrew, at (888) 444-0125 or you can email questions to and we will address your concerns.