0001619532-18-000004.txt : 20180329
0001619532-18-000004.hdr.sgml : 20180329
20180329145357
ACCESSION NUMBER: 0001619532-18-000004
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20180328
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: M.E. ALLISON & CO., INC.
CENTRAL INDEX KEY: 0001619532
IRS NUMBER: 741037681
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-03269
FILM NUMBER: 18722486
BUSINESS ADDRESS:
STREET 1: 950 E. BASSE RD.
STREET 2: SECOND FLOOR
CITY: SAN ANTONIO
STATE: TX
ZIP: 78209
BUSINESS PHONE: 210-930-4000
MAIL ADDRESS:
STREET 1: 950 E. BASSE RD.
STREET 2: SECOND FLOOR
CITY: SAN ANTONIO
STATE: TX
ZIP: 78209
MA-I/A
1
primary_doc.xml
MA-I/A
0001619532
XXXXXXXX
LINDE MURPHY
210-930-4000
LMURPHY@MEALLISON.COM
HNELSON@MEALLISON.COM
N
Y
LINDE
ALLEN
MURPHY
004049529
N
1
0001619532
M.E. ALLISON & CO., INC.
11-30-2012
N
09-24-2014
0001619532
LOCATED
11-30-2012
950 E. BASSE RD.
SECOND FLOOR
SAN ANTONIO
TX
78209
LINDE
ALLEN
SCHENKEN
LINDE
SCHENKEN
MURPHY
11-2012
M.E. ALLISON & CO., INC.
SAN ANTONIO
TX
78209
Y
Y
CHIEF COMPLIANCE OFFICER
04-2012
03-2013
PRESIDIO FINANCIAL SERVICES, INC.
SAN ANTONIO
TX
78209
N
Y
CHIEF COMPLIANCE OFFICER
05-2011
04-2012
WADDELL & REED, INC.
SAN ANTONIO
TX
78232
N
Y
DISTRICT MANAGER
12-2010
05-2011
UNEMPLOYED
SAN ANTONIO
TX
78209
N
N
N/A
06-2009
12-2010
NEXT FINANCIAL GROUP
SAN ANTONIO
TX
78163
N
Y
ASSOCIATE
07-2007
06-2009
UNEMPLOYED
SAN ANTONIO
TX
78245
N
N
N/A
05-2001
07-2007
INVESTMENT PROFESSIONALS, INC.
SAN ANTONIO
TX
78232
N
Y
COMPIANCE OFFICER
Y
07-2013
DIVORCE FINANCIAL ANALYST
102 VERDANT
SAN ANTONIO
TX
78209
N
N
BUDGET COUNSELING FOR DIVORCING PERSONS
OWNER
5
PROVIDE BUDGETING ADVICE FOR INDIVIDUALS GOING THROUGH DIVORCE. NOT INVESTMENT RELATED.
11-2013
31 GIFTS
102 VERDANT
SAN ANTONIO
TX
78209
N
N
MONOGRAMED ITEMS AND GIFTS
INDEPENDENT CONSULTANT
5
DISTRIBUTE MONOGRAMED ITEMS AND GIFTS, NOT INVESTMENT RELATED AND NO MARKET HOURS.
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
03-28-2018
LINDE MURPHY
CONSULTANT