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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-06-19 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • United States
1804 E Osage Rd Apt N10, Derby, KS 67037 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2017 | 04/2020 |
| Kansas Army National Guard | Topeka | KS | 06/1998 | 10/2017 |
| Madison Avenue Securities, Llc | San Diego | CA | 05/2020 | Present |
1.)NAME: MUSEUM OF KANSAS NATIONAL GUARD; INV RELATED: NO; ADDRESS: 125 SE AIRPORT ROAD TOPEKA, KS 66619; NATURE: MUSEUM HIGHLIGHTING THE HISTORY OF THE KANSAS ARMY AND AIR NATIONAL GUARD; POSITION: MEMBER OF THE BOARD OF DIRECTORS. MEET ONCE A MONTH WITH A DEDICATED AGENDA TO DISCUSS THE OPERATION OF THE MUSEUM; START DATE: 1/1/2012; HOURS/MONTH: 16; TRADING HOURS/MONTH: 0; DUTIES: ATTEND MONTHLY BOARD MEETING, VOLUNTEER AT MUSEUM FUNCTIONS, SERVE AS THE BOARD REPRESENTATIVE FOR CUB SCOUT PACK 250 2.) NAME: ERWIN INVESTMENT PARTNERS, LLC; INV RELATED: YES, I WILL HAVE THE FINANCIAL INTEREST OF THE ENTIRE BUSINESS; ADDRESS: 5805 SW 54TH CT, TOPEKA, KS 66610; NATURE: FINANCIAL ADVISING FOR INVESTORS - MUTUAL FUNDS, STOCKS, BONDS, CD'S, LIFE INSURANCE, LONG-TERM CARE INSURANCE, AND ANNUITIES; POSITION: FOUNDER/FINANCIAL ADVISOR; START DATE: 5/28/2020; HOURS/MONTH: 240; TRADING HOURS/MONTH: 240; 3.) NAME: CONSOLIDATED RURAL WATER DISTRICT NO 3 BOARD MEMBER. INV RELATED: NO; DUTIES: BOARD OF DIRECTORS MEMBER. OVERSEE THE MANAGEMENT OF THE WATER DISTRICT. HOURS LESS THAN 4 A MONTH. START DATE 06/2022 4.) NAME: RENTAL PROPERTY; INV RELATED: NO; CO-OWNER WITH SPOUSE ON RENTAL PROPERTY IN TOPEKA KANSAS. HOURS LESS THAN 4 A MONTH. START DATE 05/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-02 |
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