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