Best Investors
Account
Sign in
13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-16 |
Branch Locations
158 Milestone Way, Greenville, SC 29615 • United States
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 |
|---|---|---|---|---|
| Phillip Allen, Inc. | Greenville | SC | 06/2024 | Present |
| Greenville Moving Company Llc | Greenville | SC | 05/2023 | 05/2024 |
| New York Life Insurance Company | Greenville | SC | 01/2024 | 03/2024 |
| Bob Jones University | Greenville | SC | 08/2019 | 05/2023 |
| Atlanta Bread Company | Greenville | SC | 05/2018 | 08/2019 |
| Bob Jones Academy | Greenville | SC | 08/2015 | 05/2019 |
| Pioneer Bible Camp | Eden | UT | 07/2021 | 08/2021 |
| Greenville Outdoor Living | Greenville | SC | 06/2020 | 06/2021 |
| Madison Avenue Securities | San Diego | SC | 06/2024 | Present |
1.) Name: Phillip Allen, Inc.; Investment Related: Yes; Address: 158 Milestone Way, Greenville, SC 29615; Nature of the Business: Insurance Sales; Position: Insurance Agent; Hour Per Week: 40 Hours; Start Date: 6/10/2024. 2.) Name: Advisors Excel.; Investment Related: Yes; Address: 2950 SW McClure Rd, Topeka KS 66614; Nature of the Business: Insurance Sales; Position: Insurance Agent; Hour Per Week: 40 Hours; Start Date: 6/10/2024. Insurance License - SC - Accident, Health or Sickness, Life. 3.) Name: Phillip Allen, Inc.; Investment Related: Yes; Address: 158 Milestone Way, Greenville, SC 29615; Nature of the Business: Retirement and Financial Planning; Position: Financial Advisor; Hour Per Week: 40 Hours; Start Date: 6/10/2024. 4.) 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 | 2026-01-23 |
Reach out to this advisor