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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-14 |
| SC | RA | APPROVED | 2017-11-06 |
Branch Locations
158 Milestone Way, Greenville, SC 29615 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh | NC | 03/2015 | 09/2017 |
| Madison Avenue Securities, Llc | San Diego | CA | 09/2017 | Present |
1)NAME: ADVISORS EXCEL; INV RELATED:YES; ADDRESS:2950 SW MCCLURE ROAD TOPEKA, KS 66614 ; NATURE:INSURANCE AND ANNUITY SALES; POSITION:REGISTERED REP; START DATE:2015; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:SALES 2)NAME: PHILLIP ALLEN, INC; INV RELATED:YES; ADDRESS:158 MILESTONE WAY GREENVILLE, SC 29615; NATURE:INSURANCE SALES; POSITION:EMPLOYEE-REGISTERED REP; START DATE:03/01/2015; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:SALES 3)NAME: VIRTUAL GYM, LLC.; INV RELATED:NO; ADDRESS:5000 OLDBUNCOMBE ROAD SUITE 27, #119 GREENVILLE, SC 29617; NATURE:FITNESS COACH/CREATE WORKOUTS; POSITION:COACH/WORKOUT DESIGNER; START DATE:04/2015; HOURS/MONTH:1-3; TRADING HOURS/MONTH:0; DUTIES:DESIGN FITNESS WORKOUTS 4)NAME: TEAM KATTOUF AFFILIATE; INV RELATED:NO; ADDRESS:5000 OLDBUNCOMBE ROAD SUITE 27, #119 GREENVILLE, SC 29617; NATURE:FITNESS COACH/CREATE WORKOUTS; POSITION:COACH/WORKOUT DESIGNER; START DATE:04/2015; HOURS/MONTH:1-3; TRADING HOURS/MONTH:0; DUTIES:DESIGN FITNESS WORKOUTS 5)NAME: COMMON SENSE RETIREMENT PLANNING (CSRP); INV RELATED:YES; ADDRESS:158 MILESTONE WAY, GREENVILLE, SC 29615; NATURE:SHOW IS ABOUT RETIREMENT PLANNING BUT SPECIFIC INVESTMENTS ARE NOT DISCUSSED; POSITION:NAMED ON MARKETING; START DATE:11/2017; HOURS/MONTH:0; TRADING HOURS/MONTH:0; DUTIES:NONE-I WORK FOR PHILLIP ALLEN, INC. AND PHILLIP ALLEN IS A HOST ON THE RADIO SHOW 6)NANE: PHILLIP ALLEN INC. PARTNER; INVESTMENT RELATED: YES; ADDRESS: 158 MILESTONE WAY, GREENVILLE, SC 29615; NATURE OF THE BUSINESS: INSURANCE & ANNUITY SALES; POSITION: 10% OWNER; HOURS PER WEEK: 40 HOURS; START DATE: 1/1/2026 7)NAME: AE MEDICARE SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: TOPEKA, KS; NATURE OF THE BUSINESS: ASSISITING CLIENTS WITH BASIC MEDICARE EDUCATION AND ENROLLMENT; POSITION: MEDICARE REFERRAL PARTNER; HOURS PER WEEK: 1-2 HOURS; START DATE: 8/10/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-16 |
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