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MW

Mark A. Womack

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CRD#: 1886936
MW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Andrew Womack was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1989. Mark had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 13, 2020 - June 30, 2021

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
The Woodlands, TX
Past

April 7, 2020 - June 30, 2021

MADISON AVENUE SECURITIES, LLC

RIA
CRD#: 23224
The Woodlands, TX
Past

June 27, 2008 - May 17, 2018

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
The Woodlands, TX
Past

June 23, 2008 - May 17, 2018

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
THE WOODLANDS, TX
Past

January 1, 2008 - June 26, 2008

UNITED SECURITIES ALLIANCE, INC.

RIA
CRD#: 36487
ENGLEWOOD, CO
Past

July 10, 2007 - December 31, 2007

UNITED SECURITIES ALLIANCE, INC.

RIA
CRD#: 36487
ENGLEWOOD, CO
Past

March 1, 2007 - June 25, 2008

OSAIC WEALTH, INC.

RIA
CRD#: 23131
THE WOODLANDS, TX
Past

March 1, 2007 - June 25, 2008

OSAIC WEALTH, INC.

BD
CRD#: 23131
THE WOODLANDS, TX
Past

January 16, 2004 - March 1, 2007

UNITED SECURITIES ALLIANCE, INC.

RIA
CRD#: 36487
THE WOODLANDS, TX
Past

January 6, 2004 - March 1, 2007

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
THE WOODLANDS, TX
Past

September 30, 2003 - December 18, 2003

SAXONY SECURITIES, INC.

BD
CRD#: 115547
ST. LOUIS, MO
Past

November 11, 1997 - September 23, 2003

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

July 7, 1995 - August 9, 1996

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

November 17, 1992 - July 5, 1995

AMERINATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 27986
Past

November 12, 1991 - December 15, 1992

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
SIOUX FALLS, SD
Past

January 16, 1991 - November 14, 1991

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

December 1, 1989 - December 31, 1990

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA
Past

February 6, 1989 - July 29, 1989

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES

CRD#: 23224 / SEC#: 801-69919, 8-40426

RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/11/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES

CRD#: 23224 / SEC#: 801-69919, 8-40426

RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Mailing Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Phone number
(858) 207-1300
Established
Delaware since 05/05/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
93

SEC notice filing (50 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MADISON AVENUE SECURITIES FORM ADV PART 2A 3-26-2025 (10/3/2025)

Direct owners and executive officers


NamePositionCRD#
KT EQUITY PARTNERS II, LLCDIRECT OWNER
CALLANAN, DAVID JAMESMEMBER4237166
FIXSEN, VILAYPHONECHIEF OPERATING OFFICER4585926
FOSTER, CODY GRANTMEMBER4237075
JENSEN, GAIL MARIEDEPUTY CHIEF COMPLIANCE OFFICER1943705
MCNEES, MARTIN WILLIAMPRESIDENT3168410
METCALFE, INC.OWNER
PIERSON, MELISSA KAYCHIEF COMPLIANCE OFFICER1685017
SCHENDEL, JENNIFERMEMBER6136948
WOODS, SANDRA ANNFINOP6200533

Regulatory assets under management


Total Number of Accounts14,100
AUM (Assets Under Management)$ 2,038,801,712

Disclosures


Regulatory Event8
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MADISON AVENUE SECURITIES, LLC

CRD#: 23224

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