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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 | 2018-08-10 |
Branch Locations
158 Milestone Way, Greenville, SC 29615 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillip Allen, Inc. | Greenville | SC | 03/2017 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 10/2017 | Present |
| Red Elm Landscaping | Travelers Rest | SC | 01/2017 | 03/2017 |
| Unemployed | Marysvale | UT | 09/2016 | 12/2016 |
1.) NAME: PHILLIP ALLEN, INC.; INV RELATED:YES; ADDRESS:158 MILESTONE WAY GREENVILLE, SC 29615; NATURE: INSURANCE SALES; POSITION:EMPLOYEE/SERVICING REP; START DATE:11/01/2017; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:ASSISTANT TO SALES REPS. 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 | 2018-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-17 |
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