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Madison Avenue Securities, LLC CRD 23224
$2.02B regulatory AUM 31 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-31 |
| IN | RA | APPROVED | 2022-08-23 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
20 Nw 3Rd St Ste 300, Evansville, IN 47708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vineyard Financial | Evansville | IN | 11/2021 | Present |
| Newburgh Tax Service | Newburgh | IN | 01/2021 | 05/2021 |
| Purdue University | West Lafayette | IN | 05/2019 | 08/2019 |
| Legacy Courts | Lafayette | IN | 02/2018 | 04/2018 |
| University Of Evansville | Evansville | IN | 08/2018 | Present |
| William Henry Harrison High School | West Lafayette | IN | 08/2014 | 07/2018 |
| Madison Avenue Securities | San Diego | CA | 04/2022 | Present |
1.) NAME: VINEYARD FINANCIAL; ADDRESS: 20 NW 3rd ST STE 300, EVANSVILLE, IN 47708; INVESTMENT RELATED: YES; POSITION: SERVICING ADVISOR; DUTIES: ASSIST WITH RETIREMENT PLANS FOR CURRENT CLIENTS. INSURANCE SALES INCLUDING , FIXED INDEXED ANNUITIES, VARIABLE ANNUIIES, FIXED ANNUITIES AND UNIVERSAL LIFE; HOURS PER WEEK: 40 HOURS PER WEEK; START DATE: 7/5/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-22 |
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