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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-12-26 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
Delray Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Boynton Beach | FL | 08/2015 | 01/2017 |
| Woodstock Financial Group | Woodstock | GA | 01/2017 | 12/2018 |
| Madison Avenue Securities, Llc | San Diego | CA | 12/2018 | Present |
| Js Financial | Boca Raton | FL | 12/2018 | Present |
1.NAME:JS Financial; INV RELATED:Yes; ADDRESS:1515 N Federal Highway STE #300 Boca Raton, FL 33432; NATURE:Investment Related; POSITION:Branch Registered Representative; START DATE: 12/28/2018; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:Respond to client requests, process trades and service requests. 2.NAME:Notary Public; INV RELATED:No; ADDRESS:1515 N Federal HWY STE# 300 Boca Raton, FL 33432; NATURE:Notarize Signatures; POSITION:Notary Public; START DATE:12/28/2018; HOURS/MONTH:4; TRADING HOURS/MONTH:4; DUTIES:Notarize Signatures As Needed 3.NAME: FL 215 Health Life & Annuity (JS Financial); INV RELATED:No; ADDRESS:1515 N Federal Hwy, Boca Raton, FL 33432; NATURE:Licensed to be able to service needs of clients; POSITION: Branch Registered Representative; START DATE:12/28/2018; HOURS/MONTH:20; TRADING HOURS/MONTH:20; DUTIES:Licensed to be able to service needs of clients 4.NAME: ADVISORS EXCEL; INV RELATED: YES; ADDRESS: 2950 SW McCLURE ROAD, TOPEKA, KS 66614; NATURE: INSURANCE PRODUCTS OFFERED THROUGH AE, CREATIVE SERVICES PROVIDED BY AE; POSITION: INSURANCE AGENT; START DATE: 10/21/2019; HOURS/MONTH: 40; TRADING HOURS/MONTH: 40; DUTIES: INSURANCE SALES 3.NAME: JSK WEALTH INC; INV RELATED:YES; ADDRESS:1515 N Federal Hwy, Boca Raton, FL 33432; NATURE:INSURANCE RELATED TRANSACTIONS; POSITION:AGENT/OWNER; START DATE:08/2021; HOURS/MONTH:5; TRADING HOURS/MONTH:5; DUTIES: INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-26 |
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