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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-09-30 |
Branch Locations
13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Torbey Financial | Loves Park | IL | 10/2004 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 09/2021 | Present |
1.) NAME: TORBEY FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: 7216 N. ALPINE RD LOVES PARK, IL 61111; NATURE: LIFE, HEALTH, AND ANNUITY SALES; POSITION: OWNER/INSURANCE AGENT; START DATE: 10/2004; HOURS/MONTH: 40; TRADING HOURS/MONTH 40; DUTIES: OWNER AND AGENT WITH DOWNLINE AGENTS. 2.) NAME: SENIOR ADVISORS OF ILLINOIS; INVESTMENT RELATED: YES; ADDRESS: 7216 N. ALPINE RD LOVES PARK, IL 61111; NATURE: LIFE, HEALTH, AND ANNUITY SALES; POSITION: CO-OWNER; START DATE: 01/2008; HOURS/MONTH: 0; TRADING HOURS/MONTH 0; DUTIES: CO-OWNER 3.) NAME: CASTLE EXTERIORS; ADDRESS: 7216 N. ALPINE RD LOVES PARK, IL 61111; POSITION: SALES TRAINER; INVESTMENT RELATED: NO; DUTIES: FOR ROOFING CONTRATOR COMPANY TRAIN SALESPEOPLE FOR ROOFING CONTRATOR COMPANY ; HOURS: 6 PER WEEK; START DATE: 01/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-24 |
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