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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 | 2020-01-29 |
| GA | RA | APPROVED | 2020-01-16 |
| TX | RA | APPROVED_RES | 2020-01-13 |
Branch Locations
Watersound, FL • United States
1455 Lincoln Parkway Ste 325, Atlanta, GA 30346 • United States
13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
6925 Us 98 Suite 300, Santa Rosa Beach, FL 32459 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Atlanta | NY | 08/2015 | 09/2019 |
| Cetera Investment Advisers Llc | Atlanta | GA | 10/2015 | 01/2020 |
| Cetera Advisor Networks Llc | Atlanta | GA | 09/2019 | 01/2020 |
| Summit Financial Group Inc | Atlanta | GA | 02/2016 | 01/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 01/2020 | Present |
1)NAME: OXFORD RETIREMENT ADVISORS; INV RELATED: YES; ADDRESS: 1455 LINCOLN PKWY, SUITE 325, ATLANTA, GA 30346; NATURE: DBA USED FOR MARKETING FOR SECURITIES & INSURANCE BUSINESS; POSITION: PARTNER; START DATE: 01/2020; HOURS/MONTH: 0; TRADING HOURS/MONTH: 0; DUTIES: DBA FOR SECURITIES & INSURANCE BUSINESS THAT WILL BE RUN THROUGH MADISON & AE 2)NAME: INTEGROUS INVESTMENT SOLUTIONS; INV RELATED: NO; ADDRESS: 1455 LINCOLN PKWY, SUITE 325, ATLANTA, GA 30346; NATURE: SET UP FOR LEASES & TO PAY OFFICE BILLS; POSITION: PARTNER; START DATE: 12/2016; HOURS/MONTH: 4; TRADING HOURS/MONTH: 0; DUTIES: PARTNER PAY OFFICE BILLS AND RENT 3)NAME: HEARTLAND INST. OF FINANCIAL EDUCATION; INV RELATED: NO; ADDRESS: 8301 EAST PRENTICE, SUITE 312, GREENWOOD, CO 80111; NATURE: TEACHING OF FINANCIAL PLANNING CLASSES; POSITION: CFED; START DATE: 09/2010; HOURS/MONTH: 4; TRADING HOURS/MONTH:0; DUTIES: TEACHING OF FINANCIAL PLANNING CLASSES 4)NAME: EAST WOOD CLINIC; INV RELATED: YES; ADDRESS: 1323 EAST WOOD STREET PARIS, TN 38242; NATURE: MEDICAL CLINIC; POSITION: PLAN ADVISOR; START DATE: 07/18/2016; HOURS/MONTH: 4; TRADING HOURS/MONTH:4; DUTIES: PLAN ADVISOR 5)NAME: DAVIS DEVELOPMENT; INV RELATED: YES; ADDRESS: 403 CORPORATE CENTER DRIVE, SUITE 201, STOCKBRIDGE, GA 30281; NATURE: MULTI-FAMILY HOUSING DEVELOPER BASED IN ATLANT, GA; POSITION: PLAN ADVISOR; START DATE: 07/2010; HOURS/MONTH: 4; TRADING HOURS/MONTH:4; DUTIES: PLAN ADVISOR 6)NAME: ADVISORS EXCEL; INV RELATED: YES; ADDRESS: 2950 SW MCCLURE RD, TOPEKA, KS 66614; NATURE: FIA'S AND NON-VARIABLE LIFE INSURANCE; POSITION: INDEPENDENT AGENT; START DATE: 1/1/2010; HOURS/MONTH: 4; TRADING HOURS/MONTH: 4; DUTIES: INDEPENDENT AGENT USING IMO'S INSURANCE SERVICES 7)NAME: TRUCHOICE FINANCIAL GROUP, LLC; INV RELATED: NO - NONVARIABLE LIFE INSURANCE; ADDRESS: 4400 EASTON CMNS WAY STE 125, COLUMBUS, OH 43219; NATURE: NORTH AMERICAN NON-VARIABLE LIFE INSURANCE; POSITION: INDEPENDENT AGENT; START DATE: 5/18/2018; HOURS/MONTH: 4; TRADING HOURS/MONTH: 4; DUTIES: INDEPENDENT AGENT USING THIS IMO FOR NON-VARIABLE LIFE INSURANCE WITH NORTH AMERICAN CO. (NACOLAH)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-17 |
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