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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 | 2022-02-10 |
| SC | RA | APPROVED | 2021-01-29 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
158 Milestone Way, Greenville, SC 29615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenville Health System (Now Prisma Health) | Greenville | SC | 06/2014 | 03/2019 |
| Phillip Allen, Inc. | Greenville | SC | 01/2019 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 01/2021 | Present |
1.) NAME: PHILLIP ALLEN INC.; INV RELATED:YES; ADDRESS:158 MILESTONE WAY GREENVILLE, SC 29615; NATURE OF THE BUSINESS: INSURANCE SALES; POSITION: REPRESENTATIVE ; START DATE:01/2021; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:INSURANCE SALES; 2.) NAME: PHILLIP ALLEN INC. - PARTNER; INV RELATED:YES; ADDRESS:158 MILESTONE WAY GREENVILLE, SC 29615; NATURE OF THE BUSINESS: INSURNACE & ANNUITY SALES; POSITION: 10% OWNER; HOURS PER WEEK: 40 HOURS; START DATE: 01/2026; 3.) 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 | 2020-08-31 |
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