Davita Pray
Investment adviser representative at USA Financial Securities LLC
16 yearsExperience
1 stateRegistered in
$296.5MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- USA Financial Securities LLCJul 2018 to now
- dba: Modern Oasis Planning LLC ; Davita Pray CpaOct 2010 to now
- Thrive Capital Management, LLCJun 2017 to Jul 2018
- Thrive Financial Services, LLCMay 2017 to Jul 2018
- Thrive Insurance Group, LLCMay 2017 to Jul 2018
- MML Investors Services, LLCJun 2015 to Jan 2017
- MassmutualMar 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
USA Financial Securities LLC
$296.5MAssets managed
1,246Clients
127Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5954562
- Firm CRD
- 103857