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Current Employers
Madison Avenue Securities, Llc

13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-10-03
  • SC RA
    APPROVED
    Since 2024-10-03

Branch Locations

158 Milestone Way, Greenville, SC 29615 • United States

13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisors Excel Topeka KS 07/2013 10/2024
Ae Wealth Management, Llc Topeka KS 12/2023 10/2024
Phillip Allen, Inc. Greenville SC 10/2024 Present
Madison Avenue Securities San Diego CA 10/2024 Present
  • 07/2013 → 10/2024
    Advisors Excel
    Topeka, KS
  • 12/2023 → 10/2024
    Topeka, KS
  • 10/2024 → Present
    Phillip Allen, Inc.
    Greenville, SC
  • 10/2024 → Present
    Madison Avenue Securities
    San Diego, CA
Previous Registrations
Other Businesses

1.) Name: Phillip Allen Inc.; Address: 158 Milestone Way, Greenville, SC 29615; Investment Related: Yes; Position: Executive VP & COO; Duties: Lead of all teams - Sales, Marketing, and Operations; Hours Per Week: 50 Hours; Start Date: 10/1/2024; 2.) Name: Advisors Excel; Address: 2950 SW McClure, Topeka KS 66614; Investment Related: No; Position: Passive Investor; Duties: Passive Investor only; Hours Per Week: None; Start Date: 07/2018; 3.) Name: Common Sense Retirement Planning; Investment Related: No; Address: 158 Milestone Way, Greenville, SC 29615; Nature of the Business: Radio Show - generates investor leads; Position: Radio Show Host; Hours Per Week: 3 Hours; Start Date: 1/15/2025; 4.) Name: Advisors Excel; Investment Related: Yes; Address: 2950 SW McClure, Topeka KS 66614; Nature of the Business: Insurance Sales; Positions: Insurance Sales; Hours Per Week: 40 Hours; Start Date: 8/15/2025 Insurance License - Active - South Carolina 5.) Name: Phillip Allen Inc. Partnership; 158 Milestone Way, Greenville, SC 29615; Investment Related: Yes; Nature of the Business: Insurance & Annuity Sales; Position: 10% Owner; Hours Per Week: 40 Hours; Start Date: 1/1/2026 6.) 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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-18
  • S65 Uniform Investment Adviser Law Examination
    2022-06-18
Other Names
  • Emil Brost
  • Jay Brost
  • Jay Brost

View on SEC IAPD

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