# USA TAX & INSURANCE SERVICES, INC.

USA TAX & INSURANCE SERVICES, INC. of PALM HARBOR, FL is an SEC-registered investment adviser.

## Registration

- CRD: 144088
- Type: SEC-registered investment adviser
- SEC file number: 801-68338
- Location: 4114 WOODLANDS PKWY, SUITE 402, PALM HARBOR, FL, 34685
- Phone: 727-450-0970
- Latest filing: 2013-02-08
- Regulatory AUM: $43.0M
- Discretionary AUM: $42.4M
- Non-discretionary AUM: $605K
- Clients: 43
- Accounts: 594

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| HAND STEPHEN ROBERT | CHAIRMAN OF THE BOARD, CHIEF MARKETING OFFICER; PRESIDENT, CEO | — |
| WHISENANT JOHN GAY | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS LAURA KAY | CHIEF COMPLIANCE OFFICER | — |
| CHAKAN SCOTT RICHARD | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| NICHOLS PATRICK KENT | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144088/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144088/similar
- Related entities: https://search.stillhousedata.com/firm/144088/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144088

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.