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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-20 |
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 |
|---|---|---|---|---|
| Brigham Young University | Provo | UT | 03/2018 | 08/2019 |
| Brigham Young University | Provo | UT | 08/2013 | 12/2019 |
| Sss Offroad | Salt Lake City | UT | 08/2019 | 06/2022 |
| Vz Enterprises Llc | American Fork | UT | 06/2022 | 06/2023 |
| Royal Alaskan Movers | Anchorage | AK | 06/2023 | 10/2025 |
| Phillip Allen, Inc. | Greenville | SC | 01/2026 | Present |
| Madison Avenue Securities | San Diego | CA | 01/2026 | Present |
1.) Name: Phillip Allen, Inc.; Investment Related: Yes; Address: 158 Milestone Way, Greenville, SC 29615; Nature of the Business: Retirement and Financial Planning; Position: Financial Advisor; Hours Per Week: 40 - 45 Hours; Start Date: 1/16/2026 2.) 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-06 |
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