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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-10-16 |
| TX | RA | APPROVED_RES | 2019-10-13 |
Branch Locations
13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
20 Nw 3Rd St Ste 300, Evansville, IN 47708 • United States
300 Park Avenue Floor 5, Ste 514, New York, NY 10022 • 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 |
|---|---|---|---|---|
| Vineyard Financial Inc | Evansville | IN | 04/2001 | Present |
| Usa Financial Securities Corporation | Ada | MI | 01/2006 | 09/2019 |
| Madison Avenue Securities | San Diego | CA | 09/2019 | Present |
1) NAME: VINEYARD FINANCIAL INC.; INV RELATED: YES; ADDRESS 20 NW 3RD ST STE 300 EVANSVILLE, IN 47708; NATURE: LIFE INSURANCE, FIXED ANNUITY SALES, AND LONG TERM CARE SALES; POSITION: PRESIDENT; START DATE: 04/01/2001; HOURS/MONTH: 40; TRADING HOURS/MONTH: 40; DUTIES: SALES OF FIXED ANNUITIES, LIFE INSURANCE PRODUCTS, AND LONG-TERM CARE SOLUTIONS 2) NAME: COMMUNITY WORSHIP ARTS, INC.; INV RELATED: NO; ADDRESS: 4016 OXMOOR ROAD, EVANSVILLE, IN 47715; NATURE: NONPROFIT ORGANIZATION AND A PARA-CHURCH MINISTRY. ; POSITION: I SERVE ON THE BOARD OF DIRECTORS START DATE: 01/01/2000; HOURS/MONTH: LESS THAN 4; TRADING HOURS/MONTH: 0; DUTIES: BOARD OF DIRECTORS 3) NAME: ADVISORS EXCEL; INV RELATED: YES; ADDRESS: 2950 SW McCLURE ROAD, TOPEKA, KS 66614; NATURE: INSURANCE PRODUCTS OFFERED THROUGH AE POSITION: INSURANCE AGENT; START DATE: 09/26/2019; HOURS/MONTH: 40; TRADING HOURS/MONTH: 40; DUTIES: INSURANCE SALES 4) NAME: FORD AND SONS PROPERTIES.; INV RELATED: NO; ADDRESS: 2188 LAKES EDGE DR. NEWBURGH, IN 47630; NATURE: RENTAL PROPERTIES ; POSITION: CO-OWNER/MANAGER START DATE: 08/01/2021; HOURS/MONTH: LESS THAN 8; TRADING HOURS/MONTH: 4; DUTIES:FINANCES AND MANAGEMENT DECISIONS 5) NAME: AE MEDICARE SOLUTIONS; INVESTMENT RELATED: NO; NATURE OF THE BUSINESS: INDEPENDENT MARKETING ORGANIZATION; POSITION: REFERRAL PARTNER FOR ADVISORS EXCEL MEDICARE PROGRAM AS A INDEPENDENT REPRESENTATIVE; HOURS PER WEEK: 1 HOUR; START DATE: 3/15/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-17 |
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