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Blake Montgomery Stevens

CRD 6990506  ·  Usi Securities, Inc.  ·  Overland Park, KS

IA RegisteredBroker

Also appears in the source record as: Blake Stevens

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Active
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm
Usi Securities, Inc.
Firm CRD
43793
SEC number
801-56578
Assets under management
Not yet retrieved from the source record
Website
Not yet retrieved from the source record
Phone
860-652-3239
Firm location
Glastonbury, CT, 06033

Employment history (4)

From the source registration record · current first

  • Usi Securities, Inc.Current
    Overland Park, KS · IA capacity
    start not retrieved → present
  • Usi Securities, Inc.Current
    Glastonbury, CT · IA capacity
    start not retrieved → present
  • Usi AdvisorsCurrent
    Overland Park, KS · IA capacity
    start not retrieved → present
  • Usi Securities, Inc.Current
    Overland Park, KS · IA capacity
    start not retrieved → present

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.